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Julie Barker-Merz, BMO InvestorLine
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

Victor Allende, CaixaBank

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

Sandrine de Vuyst, ING
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

James Quarmby, Stephenson Harwood
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

Tobias Wehrli, UBS
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 

Timothy Tate, Citi Private Bank
From Wealth Management / Private Banking March 23, 2015

Wealth transfer: Looking after the next generation

Wealth managers have struggled with digital engagement but must raise their game if they are to meet the expectations of an upcoming youthful cohort of potential clients

Laurent Auchlin, Lombard Odier
From Wealth Management / Private Banking March 17, 2015

Lombard Odier values freedom of life in the open

If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers

Ask the experts logo
From Wealth Management / Private Banking March 10, 2015

Grabbing a bigger slice of the world wealth pie

What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business? 

Amit Pau, Ariadne Capital
From Wealth Management / Private Banking March 2, 2015

Onboarding less painful thanks to digital drive

Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset

Shelby Du Pasquier, Lenz & Staehelin
From Wealth Management / Private Banking February 20, 2015

HSBC claims Swiss client list slashed since 2007

HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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