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From Wealth Management / Education November 19, 2018

Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Chingyee Yau, HSBC Private Banking
From Wealth Management / Education January 2, 2018

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

From Wealth Management / Education September 14, 2017

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

From Wealth Management / Education March 8, 2017

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

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From Wealth Management / Education 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

Fares Mourad, Bank Sarasin
From Wealth Management / Education April 23, 2012

Time to show faith in Islamic finance

Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

Harry Huerzeler, Swiss Finance Institute
From Wealth Management / Education September 27, 2011

Steps towards a gold-plated career in private banking

Today’s private bankers must devote time and resources to building enduring relationships with their clients while always keeping an eye on changing regulations

Oscar Di Montigny, Mediolanum
From Wealth Management / Education March 25, 2010

Mediolanum determined to pass on family values

In order to prevent rivals poaching staff, Mediolanum decided any new training programme had to be “legendary”. Oscar Di Montigny is the man in charge of the result, a corporate university, and he talks to Yuri Bender

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From Wealth Management / Education September 16, 2009

Educating advisers

Clients’ experiences during the financial crisis can form part of a crucial learning curve, writes Elisa Trovato, while the changing economic climate is also providing opportunities for the region’s smaller banks

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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