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Jim Prior, The Partners
From Wealth Management / Business Models June 19, 2014

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Amin Rajan, Create
From Wealth Management / Business Models May 23, 2014

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

Dena Brumpton, Citi Private Bank
From Wealth Management / Business Models April 29, 2014

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Business Models January 31, 2014

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

PWM 1013 Cover
From Wealth Management / Business Models September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Jim Prior, The Partners
From Wealth Management / Business Models August 28, 2013

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

Rebecca Eastmond, JP Morgan Private Bank
From Wealth Management / Business Models July 3, 2013

Finding a way to make charity pay

Clients are expecting their wealth managers to offer philanthropy services, but is it possible for private banks to turn those into a profitable enterprise?

From Wealth Management / Business Models July 2, 2013

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Pablo Garnica, JP Morgan
From Wealth Management / Business Models May 29, 2013

The search for new riches

Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

Catherine Tillotson
From Wealth Management / Business Models 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

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