Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise
Private Banking

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
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
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
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

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
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
The third annual Global Private Banking Awards rewards those institutions successfully adapting to regulatory pressure and market volatility
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
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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