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Business Models

New concepts with a health warning

Innovative products can help clients to achieve their objectives and manage risk, but many are viewed with cynicism and have a long way to go to shake off the image of being little more than fee-generators

Adam Horowitz, Merrill Lynch Wealth Management

Clients demanding more from adviser relationships

To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

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Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Alexandros Sarrigeorgiou, EFG Eurolife

Banks and insurers plan to rise from flames

Tougher regulation should lead to a consolidation of the financial services industry in Greece

Clients demand new channels of delivery

With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

A new growth strategy for multi-family offices

The multi-family office space in the UK can expect to see a growing number of strategic partnership deals.

Japan aftershocks - Getty

Japan’s economy facing aftershocks

Two Tokyo-based financiers give their views on what the earthquake and tsunami that hit Japan will mean for the economic outlook

Playing at inward wealth segmentation

The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich

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Finding the right balance

Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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