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Consultants' Corner

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

Ray Soudah, MilleniumAssociates AG
From Comment / Consultants' Corner September 26, 2012

Untenable positions may force UK firms to seek buyers

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

Catherine Tillotson
From Comment / Consultants' Corner September 26, 2012

M&A boom a sign of the times

Tougher regulation around the world is driving consolidation within the wealth management market

Ray Soudah, MilleniumAssociates AG
From Comment / Consultants' Corner August 30, 2012

Swiss banks search for alternatives to M&A boom

Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting

Amin Rajan, Create
From Comment / Consultants' Corner June 29, 2012

Justifying the price tag of renewed client focus

Restoring client trust has become a priority for wealth managers, yet its payoff may not be immediate

From Comment / Consultants' Corner June 1, 2011

Questions arise over St. James’s Place future

The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place

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