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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

Mike Chochon, PrairieSmarts
From Wealth Management / Private Banking December 9, 2014

Digital revolution in private banking

Digitalisation has the potential to improve access for clients and make banks more efficient, but wealth managers need to embrace these deep-rooted changes wholeheartedly or risk losing out to competitors

From Wealth Management / Private Banking September 8, 2014

ČSOB heads to Czech regions to seek trust of new clients

The Czech Republic is proving a new battleground for both European and domestic private banks, and ČSOB’s relationship with Belgium’s KBC means it can compete on both fronts

Jon Needham, Societe Generale Private Banking Hambros
From Wealth Management / Private Banking August 28, 2014

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty
From Wealth Management / Private Banking August 21, 2014

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Larke Riemer, Westpac
From Wealth Management / Private Banking August 7, 2014

Banks missing a trick by ignoring women’s needs

Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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