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Private Banking

Timothy Tate, Citi Private Bank

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

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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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

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

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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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

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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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

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

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

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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