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Private Banking

Time for investment houses to accelerate pace of change

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

Michael Maslinski

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

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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

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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