UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
Business Models
From
Wealth Management
/ Business Models
March 22, 2016
Time to unleash the geeks on unsuspecting public
From
Wealth Management
/ Business Models
March 14, 2016
Ball now in boutiques’ court for Asian recruitment game
With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent
From
Wealth Management
/ Business Models
January 14, 2016
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
From
Wealth Management
/ Business Models
November 23, 2015
ABN Amro concentrates on quality over quantity
Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each
From
Wealth Management
/ Business Models
November 2, 2015
Time to professionalise family business governance
Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances
From
Wealth Management
/ Business Models
October 27, 2015
Making video marketing work for financial services
Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right
From
Wealth Management
/ Business Models
September 7, 2015
Using big data to boost human relationships
Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients
From
Wealth Management
/ Business Models
August 26, 2015
Private and investment banking: an unhappy union
It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
From
Wealth Management
/ Business Models
August 25, 2015
‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?
From
Wealth Management
/ Business Models
August 28, 2014
Clients demand central place in new era of wealth management
Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?
Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.
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