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Private Banking

Gerard Aquilina

Private and investment banking: an unhappy union

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

PWM 0915 cover

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

Karin Jestin, Lombard Odier

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

Dan Ellis, RBC Wealth Management

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

Olivier Carré, PwC Luxembourg

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

Julie Barker-Merz, BMO InvestorLine

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

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

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

Post-secrecy spotlight on succession planning

Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection 

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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