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Silver lining to cloud over private banking

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

Denise Voss, Alfi

Luxembourg’s fund industry eyes global expansion

The Grand Duchy is Europe’s leading investment funds domicile and now plans to make inroads into China and Latin America, according to promotional body Alfi

Jürg Zeltner, UBS

Asian expansion and technological innovation central to UBS’ plans for the future

Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs

Janine Menasakanian, Vanguard

Wealth managers’ mixed feelings over impact of robo-advisers on the industry

Opinions are divided among the wealth management community over whether the rise of robo-advice is something to be feared or embraced

Bill Vasilieff, Novia

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

Michelle Bates, UBS Wealth Management

Structured products a way to smooth market jitters

The structured products market is smaller and very different to how it looked in its pre-crisis days but these vehicles still have a role to play in client portfolios

John Hourican, Bank of Cyprus

Resurgent Cyprus takes mismanagement bull by horns

Cyprus is on the road to recovery with both its banks and economy having been restructured, but the island has a long way to go to regain its former glory as a financial services centre

Swiss and US names dominate private banking brand rankings

UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

Supriya Menon, Pictet

Equities offer best route to play macro themes

With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk 

Daniel Roy, La Banque Postale

La Banque Postale out to deliver broader fund menu

French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year

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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