A closer look at wealth management business models

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From Roundtables 01 May 2009

By PWM Editor

PWM invited eight senior representatives of wealth management institutions and a major technology provider to the industry to FT headquarters in London. The purpose of this roundtable event was to examine the impact of the financial crisis on business models, to look at latest thinking in asset allocation and determine how operating efficiency can be best achieved, while offering a good-value proposition to private clients. Yuri Bender directs the discussion

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The Banker

The Banker is the world's premier banking and finance resource. It is also the key source of data and analysis for the industry with its unique database of more than 4000 banks maps their financial strength and soundness. www.thebanker.com

FT Wealth

How do you preserve your wealth, pass it on to your children or give it away, do you choose advisers, or handle the impact your wealth has on you, your family and your associates? FT Wealth helps find the answers to these and other questions affecting the wealthy.

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A closer look at wealth management business models

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The Banker

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