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Wealth players tune into big brand beat

With banks looking to deal with fewer providers and clients finding comfort in brand names, the biggest fund houses are on the up

Jim Hamel, Artisan Partners

Go for growth or value in a global upturn?

Jim Hamel of Artisan Partners and ING's Nicolas Simar discuss whether investors should head for growth or value-oriented stocks

Swiss banks reeling as US tax deal begins to bite

Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities

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Société Générale's return home a sign of things to come

SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

Wealth managers fail to match clients' changing objectives

Wealthy clients often swap managers when undergoing a lifestyle change, suggesting advisers are not doing enough to adapt

Ineke Valke, Theodoor Gilissen

Should investors still favour emerging economies?

Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios

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Time for alternative investments to play their part

Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations

Credit Suisse offloads German operations

The sale of Credit Suisse’s private banking operations in Germany has come as something of a surprise, but the country remains a tough nut for foreign banks to crack

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From Comment

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?

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‘Gatsby’ era draws to a close for private banks

Private banks are reworking business models in response to new regulations such as RDR, but there are other costs, for example spiralling salaries, which need to be addressed

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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