Archive
Enter the specialists into banking arena
A shift in thinking by major European banks has opened the door to new partnerships and a rise in specialist sub-advisory deals
Building a wall between research and products
Tom Sowanick, the modest chief wealth management strategist at Merrill Lynch Global Private Clients would have you believe that his team has little to do with product creation. However, his ideas and predictions have a wide-ranging influence, both within his firm and on the competition. Yuri Bender reports
ING seeks to become the perfect partner
ING IM may be Holland’s largest fund house, but it is seeking to have a broad relationship with mid-tier distributors rather than one big score. It claims to offer comprehensive open architecture solutions, writes Elisa Trovato
Twisting an arm to your point of view
It’s all very well having an innovative product, but the next challenge is persuading often sceptical client advisers that your strategy is relevant to them. Yuri Bender looks at the varying approaches taken to sway them across to your way of thinking
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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