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From Comment / Consultants' Corner September 27, 2013

Malaysia determined to lead world in Islamic finance

Malaysia appears well positioned to become the world’s leading provider of Islamic finance, with its market in sukuk bonds the jewel in the country’s crown

From Comment / Consultants' Corner August 28, 2013

Wealth management industry successfully adapts to complex conditions

Last year saw signs of recovery in the wealth management industry while the business models of pure players and diversified firms have grown increasingly distinct

From Comment / Consultants' Corner July 3, 2013

Swiss moves over bank secrecy could go global

Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world

From Comment / Consultants' Corner May 30, 2013

Westward trickle of Indian wealth could become flood

Asia’s rising wealth is making its way into Western markets, and this flow could well increase if the Indian tax authorities continue to target the country’s affluent population

From Comment / Consultants' Corner May 2, 2013

Flurry of M&A activity in wealth management driven by search for scale

The recent M&A activity surrounding Credit Suisse and Schroders is symptomatic of wealth managers’ determination to concentrate on their most profitable markets

From Comment / Consultants' Corner April 8, 2013

Wealth managers must work to match clients' appetite for technology

Clients are not satisfied by the technological capabilities of their wealth managers, putting firms under pressure to upgrade

Catherine Tillotson
From Comment / Consultants' Corner February 27, 2013

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

Catherine Tillotson
From Comment / Consultants' Corner January 31, 2013

Reputations take a pounding from regulators’ firing squads

The damage to banks reputations from scandals will make it harder for these institutions to secure private client business

Ray Soudah, MilleniumAssociates
From Comment / Consultants' Corner December 4, 2012

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Amin Rajan
From Comment / Consultants' Corner December 4, 2012

Wealth managers taking a leaf out of the institutional book

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

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