The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich
Business Models
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?
Major players cling to integrated model
Regulators may be targeting the ‘one-bank’ model, but the major players continue to tighten the links between units, writes Yuri Bender
Wealth management must adapt to the Web 2.0 era
Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall
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
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.
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
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|