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From Comment March 23, 2018

Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online

Bitcoin 0218
From Comment / Great Debate February 23, 2018

Should investors stay well away from bitcoin?

Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing

From Comment / Consultants' Corner February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

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From Comment / Editor's Analysis February 21, 2018

Asia can set tails wagging in Chinese Year of the Dog

There are huge opportunities to be found across Asia, but both local and global investors risk missing out 

World of wealthcraft
From Comment / Consultants' Corner January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

From Comment / Consultants' Corner January 5, 2018

Wealth managers must raise game to meet needs of internationally mobile

High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

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From Comment / Editor's Analysis December 20, 2017

Pictet’s Collardi coup rewards bank on right track

Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role? 

From Comment / Consultants' Corner November 15, 2017

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

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From Comment / Editor's Analysis October 27, 2017

New wave of private banks better placed to perform to regional audience

The younger, more dynamic private banks which cut their teeth in the emerging regions appear better placed to rise up and challenge the global leaders for a seat at the top table than the more traditional European names 

From Comment / Consultants' Corner October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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