Professional Wealth Managementt

Home / Wealth Management / Private Banking

Private Banking

Michael Maslinski
From Wealth Management / Private Banking August 30, 2012

Asian ambition drives Julius Baer’s BofA move

By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

From Wealth Management / Private Banking June 29, 2012

The new face of banking

With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector

From Wealth Management / Private Banking May 31, 2012

Calling the shots

Facing up to a variety of challenges, groups which are seen as regional leaders in private banking are paving the way with company wealth management strategies which are responding to the changing landscape

Bringing the digital revolution to private banking

Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up

From Wealth Management / Private Banking March 29, 2012

Evaluating partnerships between independent wealth managers and private banks

Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

images/article/3558.photo.2.jpg
From Wealth Management / Private Banking January 30, 2012

Swiss scandals could signal end of an era

The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians

From Wealth Management / Private Banking November 28, 2011

Can you see beyond the steering wheel, sir?

Private banks could learn a thing or two from Mercedes Benz when it comes to targeting the next generation of clients

Global Private Banking Awards 2011
From Wealth Management / Private Banking October 28, 2011

Global Private Banking Awards 2011

The third annual Global Private Banking Awards rewards those institutions successfully adapting to regulatory pressure and market volatility

From Wealth Management / Private Banking June 1, 2011

Questions arise over St. James’s Place future

The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place

From Wealth Management / Private Banking July 4, 2010

Bringing harmony to open architecture

Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (June/July)

Join our community

           
 

Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020