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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

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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

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From Wealth Management / Private Banking February 9, 2015

The importance of brand in private banking

PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes

Gary Linieres, Wealth Dynamix
From Wealth Management / Private Banking February 6, 2015

Cyber security: Fear of fraud driving client calls for online safety nets

Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved 

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From Wealth Management / Private Banking January 12, 2015

Which regulations will impact private banking?

PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector 

Peter Raskin, Berenberg
From Wealth Management / Private Banking January 7, 2015

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

Olivier Crespin, DBS
From Wealth Management / Private Banking January 7, 2015

Asia able to focus on path ahead

Digitalisation is the key to both improving customer support and boosting adviser productivity, says Olivier Crespin, group head Digital Bank at Singapore-based DBS

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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