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Editor's Analysis

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From Comment / Editor's Analysis May 22, 2015

No easy wins for those galácticos still in wealth management game

Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?

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From Comment / Editor's Analysis April 28, 2015

Will fortune favour the bold global investor?

Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability

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From Comment / Editor's Analysis March 23, 2015

Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

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From Comment / Editor's Analysis February 20, 2015

‘Perfect story’ scuppers Swiss brand clean-up

Switzerland’s private banks have been trying to remodel themselves but the HSBC affair is the latest in a series of setbacks proving they still have a long way to go

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From Comment / Editor's Analysis January 23, 2015

Swiss stagger under weight of franc fallout

The profitability of Swiss private banks will be hit by the SNB’s withdrawal of the currency ceiling and could speed up the shift of some operations overseas 

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From Comment / Editor's Analysis December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

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From Comment / Editor's Analysis October 29, 2014

Industry marvels at rise of the ‘Superbanks’

Only the biggest players have the reach and technological innovation necessary to compete on a global scale, but a deeper understanding of client needs is necessary

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From Comment / Editor's Analysis September 24, 2014

Europe fears chill of new Cold War

The impact of Russia’s actions in Ukraine has been felt far beyond those countries’ borders, and the consequences for European countries could be huge if the situation worsens

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From Comment / Editor's Analysis August 26, 2014

Private banks fear savvy clients could cast them adrift

Europe’s wealthiest individuals are demanding relationships with private banks be run on their terms, but not all firms have embraced this new reality

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From Comment / Editor's Analysis July 3, 2014

Private banks ready to scale back and shift online

A period of consolidation is underway as banks refocus efforts on their most profitable markets

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