Business models
Women a growing force in asset management industry
There is growing recognition that female portfolio managers are not only able...
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Swiss industry rethink follows Julius Baer loan write-off
Concerns about leadership, risk-taking and dealing with celebrity clients are once more...
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Growing levels of inherited wealth both an opportunity and a risk for private banks
Colossal amounts of wealth will be passing from one generation to the...
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December 1, 2023
Rebalancing the wealth management industry for 2024
A turbulent environment for the management of wealth is being reshaped by profound trends, which...
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November 10, 2023
Deutsche’s de Sanctis bets on entrepreneurs
Credited with the successful ‘turnaround’ of a previously unfashionable wealth management division, Claudio de Sanctis...
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October 23, 2023
Private banks draw up business case for thematic investing
With unpredictable markets increasingly driven by governments and central bank policies, private banks are transitioning...
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October 19, 2023
Private banks take steps to enhance brands and reputations
Conscious of geopolitical tensions, wealth managers are 'de-risking' client books and re-aligning relationships to protect...
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October 4, 2023
Adapting asset management business models for European expansion
Asset managers looking to grow their European presence should carefully consider which domicile to base...
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September 25, 2023
Advisers struggling to manage shift from investment management to wealth planning
Many established wealth management firms are finding it difficult to help their clients shift from...
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September 21, 2023
Swiss banks reshape business models to reflect war and digital revolution
Recent proposals to reform Switzerland's anti-money laundering regulations follow international pressure after the Russian invasion...
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