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From wealth creation to wealth preservation

As the second generation of Asian high net worth individuals takes the reins of the family money, focus shifts from creating to preserving wealth – and therefore diversification. But there are still many who prefer to play the markets themselves, writes Martin Steward

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Education can bring an end to market’s cyclic shifts

The structured products market in Asia has been one that lurches from one extreme to the other. But as investors’ education improves the hope is that the misconceptions that have built up can be overcome, reports Peter Guest

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ORGANISING back office business

Getting fund managers to move towards common formats and increased investment in infrastructure are vital for continued growth, writes Peter Guest

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Rejecting the hard-sell mentality

Many talented women are embracing the relationship-based private banking sector in preference to the more rigid transaction-based investment banking world, reports Elisa Trovato

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Sharing a client’s state of mind

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Breaking with past traditions

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Asset allocation brought from US

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UBS fighting back after annus horribilis

UBS is trying to turn things around with a host of new appointments and the break up of its three principal arms, writes Sebastian Dovey

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Cross-border banks targeted by ‘big boutique’

Having sold its private client arm and funds platform, active equity manager Martin Currie can now hit the wealth houses without any fear of competition. Distribution boss Andy Sowerby talks to Yuri Bend

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Recruiting in hard times

With many of the big wealth management businesses linked to underperforming investment banks, smaller firms are becoming increasingly attractive to private bankers, writes Elisa Trovato

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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