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Approaching the divide

With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports

The upcoming rumble in the UK platform jungle

With so many players present in the platform sector, some kind of consolidation seems inevitable, since, despite strong growth, there are not enough assets to go around, writes Stephen Wall

Mary Yoko Brannen - professor of strategy and management at Insead

The cyclical approach to relationships

When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important

Understanding transparency to rebuild client confidence

Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.

Tapping the potential of life insurance investments

Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.

Amin Rajan, Create

Time for a change

Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies

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Back office fraternity set for lead role

The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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