It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
Private Banking
From
Wealth Management
/ Private Banking
August 26, 2015
Private and investment banking: an unhappy union
From
Wealth Management
/ Private Banking
August 24, 2015
London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
From
Wealth Management
/ Private Banking
August 13, 2015
Philanthropy cries out for professional touch
Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well
From
Wealth Management
/ Private Banking
July 14, 2015
Global wealth hits new highs but growth slows
Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015
From
Wealth Management
/ Private Banking
June 7, 2015
Custodians’ collaboration key to integrated reporting
Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side
From
Wealth Management
/ Private Banking
May 22, 2015
Banks learn robo-speak
Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits
From
Wealth Management
/ Private Banking
May 6, 2015
Slimline Spanish banking sector climbs off canvas
A wave of consolidation and a focus on digital technology have breathed new life into a Spanish banking sector which was left reeling by the financial crisis
From
Wealth Management
/ Private Banking
April 28, 2015
Luxembourg sets sights on upper reaches of wealth ladder
Whereas Luxembourg was once seen as a tax haven for mass affluent individuals, changes in the regulatory landscape have led the Grand Duchy to raise the bar on the type of clients it attracts
From
Wealth Management
/ Private Banking
March 27, 2015
The globalisation of wealth
International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex
From
Wealth Management
/ Private Banking
March 24, 2015
Post-secrecy spotlight on succession planning
Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection
Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.
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