Private banks have realised they must turn to the mass wealth market to make money but business models need even more of an overhaul
Editor's Analysis
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/ Editor's Analysis
Smaller product menus appeal to Asian private banks
With the sale of mutual funds becoming ever-more complex, the benefits of slimming down the number of products on offer are considerable
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/ Editor's Analysis
Hunting for evidence of the ‘Great Rotation’
Whether or not investors are shifting from bonds to equities is open to debate, but the signs are that wealthy clients are ready to rebalance their portfolios
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/ Editor's Analysis
A word with the editor
PWM's editor in chief Yuri Bender chats to UK media website Headline Money
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/ Editor's Analysis
Structural shifts imply Swiss focus is overseas
Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions
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/ Editor's Analysis
Time for advisers to head back to school
Relationship managers must re-educate themselves to cope with new regulations and commercial considerations
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/ Editor's Analysis
Upheavals push wealth management to the fore
The restructuring at UBS and Credit Suisse will leave Swiss private banking in better shape
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/ Editor's Analysis
Sub-advisory business
The private banking industry is expecting an increasing amount of investment strategies to be outsourced in packaged products managed by major fund managers. PWM's Yuri Bender talks to Robert Noach of Schroders, which is hoping to win a large chunk of this business, especially in European equities.
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A peek under the bonnet of leading private banks
Private banks need to be able to adapt if they are to find success, especially in the growth markets of Asia
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/ Editor's Analysis
Evolution key to ending Swiss spell in purgatory
Ongoing, and very public, scandals highlight the need for Swiss private banking to re-invent itself
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
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