Professional Wealth Managementt

Home / Comment / Editor's Analysis

Editor's Analysis

PWM 0614 Cover

Clients in danger of losing in private banking kickabout

Clients could end up with higher fees as private banks pull out of their unprofitable regions and implement new business models

PWM 0514 Cover

Wealth players tune into big brand beat

With banks looking to deal with fewer providers and clients finding comfort in brand names, the biggest fund houses are on the up

PWM 0414 Cover

Société Générale's return home a sign of things to come

SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

PWM_0314_Cover

Time for alternative investments to play their part

Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations

PWM 0214 cover

‘Gatsby’ era draws to a close for private banks

Private banks are reworking business models in response to new regulations such as RDR, but there are other costs, for example spiralling salaries, which need to be addressed

PWM_1213_cover

Swiss must use crisis to forge new models

Swiss private banks face problems which in combination may prove fatal for some, but those that adapt can enjoy a bright future

PWM 1113 Cover

Clients remain buried as the dust settles

Private banking may be changing fast but wealth managers are still refusing to put clients first

PWM 1013 Cover

Learn from experience in emerging markets

Emerging markets have underperformed global equities so far this year but investors should not be too quick to write them off

PWM 0913 Cover

Lack of contagion no reason for complacency

As long as the safety of their assets is assured, clients are not too concerned about their banks’ reputations. But branding still matters

PWM 0713 Cover Image

Banks getting the hang of family affairs

Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously

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.

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community