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?
Business Models
From
Wealth Management
/ Business Models
August 28, 2014
Clients demand central place in new era of wealth management
From
Wealth Management
/ Business Models
August 21, 2014
Private banks must boost digital presence or lose out
The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations
From
Wealth Management
/ Business Models
August 12, 2014
Recognising the different demands of male and female clients
Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services
From
Wealth Management
/ Business Models
August 7, 2014
Banks missing a trick by ignoring women’s needs
Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers
From
Wealth Management
/ Business Models
June 19, 2014
Banks battle to balance brand against brashness
Banks must convince clients they can make them money, but not be too brash about it
From
Wealth Management
/ Business Models
May 23, 2014
Customised future for asset management
Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients
From
Wealth Management
/ Business Models
April 29, 2014
Private banks scheduled for major surgery
As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?
From
Wealth Management
/ Business Models
January 31, 2014
Gazing into the future of wealth management
The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?
From
Wealth Management
/ Business Models
September 27, 2013
Seeking partners to help lift returns
PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured
From
Wealth Management
/ Business Models
August 28, 2013
Time for banks to reflect on branding
In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution
Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse
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