Business models
SocGen’s private banking unit seeks growth closer to home
Having pulled out of Asia and shut down its Russian operations, Société...
CCLA acts as agent of change to address society’s ills
At the core of CCLA’s approach is the belief healthy markets require...
Rebuilding the wealth management business model
Although popular with clients, the long-standing ‘one bank’ business model is no...
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December 11, 2022
Wealth managers guilty of a case of mistaken identity
Private banks have frequently got it wrong in their approaches to expanding their client base....
December 11, 2022
All in the mind: dealing with private clients’ mental burdens
Wealthy individuals are not immune from struggles with their emotional wellbeing, with unprepared recipients of...
December 11, 2022
Can Credit Suisse ‘shape-shift’ its way to survival?
The Swiss stalwart has undergone myriad structural changes but a cultural transformation is equally important...
December 9, 2022
Private View Blog: A long history of haste and hubris
Those investors caught up in the collapse of FTX are treading a well worn path,...
December 4, 2022
Strong branding means getting serious about sustainability
Customers now expect companies to be able to show how they are working for the...
November 7, 2022
Reinventing business models for the benefit of advisers, clients and firms alike
If wealth managers are to achieve future growth and value, both the client and adviser...
October 10, 2022
Lombard Odier bets on sustainability and alternatives to navigate economic transformation
Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined...