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Editor's Analysis

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From Comment / Editor's Analysis February 25, 2020

Should private banks have a licence to kill off bonds?

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

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From Comment / Editor's Analysis December 17, 2019

Banks out to prove they are in the same decade as clients

Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships

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From Comment / Editor's Analysis November 1, 2019

US ‘Superbanks’ leave Swiss rivals redrawing strategies

While US private banks have used the huge wealth generated by a booming economy to transform themselves, European players, and the Swiss in particular, are having to overcome multiple headwinds. One thing is certain though: the successful firms of tomorrow will be the ones who put clients firmly at the heart of their business

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From Comment / Editor's Analysis October 31, 2019

Global Private Banking Awards 2019 - Analysis: US private banks in tune with client-centric world

PWM’s annual private banking awards see a strong showing from leading US banks which are combining technological innovation, customer service and business acumen, in stark contrast to their risk-averse European rivals 

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From Comment / Editor's Analysis August 15, 2019

Hong Kong cries out for strong and honest leadership

The civil unrest going on in Hong Kong is nothing new, rather part of a long history of protest which has previously led to social reforms. But with a looming threat of Chinese intervention, the hope is that the territory’s leaders engage in dialogue with civil society to maintain the city’s advantages as a financial centre

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From Comment / Editor's Analysis June 25, 2019

Banks must do more to shield clients from falling fund stars

Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

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From Comment / Editor's Analysis April 15, 2019

Private banks must take goals-based tech to heart

Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction

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From Comment / Editor's Analysis February 25, 2019

Private bankers retune to families’ global mindset

Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans

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From Comment / Editor's Analysis December 17, 2018

Focus on ‘will of the people’ misses bigger Brexit picture

Much of the talk around the ongoing Brexit process ignores the importance of trade and the myriad benefits of closer relationships with neighbouring countries

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From Comment / Editor's Analysis November 8, 2018

‘Tech and talent’ tonic key to banks’ slimline future

Although private banks in Asia remain in expansion mode, most of global institutions are starting to review the efficiency of their operations, both in terms of headcounts and jurisdictions in which they operate 

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?

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