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Editor's Analysis


Making the case for multiple choice

The single brand and multi boutique models both have their champions, but it will be the private banks who choose which is really in vogue


Surgery required for return to health

Deep-seated reforms to banks’ fee models are needed if they are to make money in the long-term, and these must benefit the client


No substitute for local knowledge

The big global brands are targeting Asia’s growth, but competition from local rivals mean they will not have things all their own way


Will hedge funds make Santa’s list?

High net worth individuals fled from hedge funds during the financial crisis, but there are some signs of money starting to come back


Time to freshen things up a little

It is hard to find true levels of innovation in the products offered up by leading wealth management groups, which risks alienating clients


Avoid temptations of bad habits

Private banks have to develop business models that are advice-led and put the client first, and not go back to pushing products


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Return of the self preservation society

A pattern is emerging of retail banks recommending internal products to their customers, but there is still room for the independents


Private banks opt for new models

Senior wealth managers agree that private banking business models have to evolve, but there is no one-size-fits-all way forward


Private banking treads new path

The ongoing economic crisis is pushing the private banking world into increasing allocations to passive investments, and many are embracing the benefits of exchange traded funds

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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