Professional Wealth Managementt

Home / Comment / Editor's Analysis

Editor's Analysis

images/article/3947.photo.2.jpg
From Comment / Editor's Analysis January 31, 2013

Time for advisers to head back to school

Relationship managers must re-educate themselves to cope with new regulations and commercial considerations

images/article/3900.photo.2.jpg
From Comment / Editor's Analysis December 4, 2012

Upheavals push wealth management to the fore

The restructuring at UBS and Credit Suisse will leave Swiss private banking in better shape

images/article/3867.photo.2.jpg
From Comment / Editor's Analysis November 12, 2012

Sub-advisory business

The private banking industry is expecting an increasing amount of investment strategies to be outsourced in packaged products managed by major fund managers. PWM's Yuri Bender talks to Robert Noach of Schroders, which is hoping to win a large chunk of this business, especially in European equities.

images/article/3855.photo.2.jpg
From Comment / Editor's Analysis October 26, 2012

A peek under the bonnet of leading private banks

Private banks need to be able to adapt if they are to find success, especially in the growth markets of Asia

images/article/3829.photo.2.jpg
From Comment / Editor's Analysis September 26, 2012

Evolution key to ending Swiss spell in purgatory

Ongoing, and very public, scandals highlight the need for Swiss private banking to re-invent itself

images/article/3800.photo.2.jpg
From Comment / Editor's Analysis August 30, 2012

Watch out Europe, the Americans are coming

With US equities flavour of the month, confident American managers are looking to gain a greater share of European assets

images/article/3757.photo.2.jpg
From Comment / Editor's Analysis June 29, 2012

Fear dulls appeal of riches in the East

Private bankers sense plenty of opportunity in Indonesia, but face a hard time convincing wary clients to switch to equities from the perceived safety of bonds

images/article/3726.photo.2.jpg
From Comment / Editor's Analysis June 28, 2012

Fund managers search for new models in Monaco

Yuri Bender reports from Fund Forum in Monaco

images/article/3724.photo.2.jpg
From Comment / Editor's Analysis May 31, 2012

JP Morgan’s loss leaves one-bank model at risk

Huge trading losses suffered by JP Morgan raise a number of question’s about the future of the US bank and the relationship between investment and private banking in general

images/article/3697.photo.2.jpg
From Comment / Editor's Analysis May 18, 2012

The beauty of boutique business

Alan Miller, one of the UK's leading hedge fund stars of the 1990s is now building up a reputation as a boutique wealth manager, running family and third party money in mainly passive instruments. He talks to Yuri Bender about how his view of the investment world is changing over time.

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019