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Yuri Bender web
From Comment April 2, 2020

Private View Blog: Families focused on succession planning like never before

The coronavirus crisis has reinforced the importance for wealthy families to update generational transfer plans

Elisa Trovato web
From Comment March 19, 2020

Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution

Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards

Elisa Trovato web
From Comment March 5, 2020

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

Yuri Bender web
From Wealth Management / Private Banking February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Elliot Smither web
From Comment February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Elliot Smither web
From Comment January 23, 2020

Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

Elisa Trovato web
From Comment November 28, 2019

Private View Blog: Private equity - why it pays to get women in on the deal

Deals finalised by a gender-diverse investment committee outperform those led by male-only teams, yet the private equity industry continues to struggle to attract women

Elisa Trovato web
From Comment November 14, 2019

Private View Blog: Are billionaires a force for good?

The wealthiest members of society are both celebrated as job creators and vilified as a symptom of a society which badly needs reform

Elliot Smither web
From Comment October 31, 2019

Private View Blog: Concierge services just the ticket for private banks looking to stand out from the crowd

Advances in technology have made it possible for concierge services to be integrated into wealth managers’ offerings, bringing benefits to both private banks and their clients

Elisa Trovato web
From Comment October 17, 2019

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Yuri Bender web
From Comment October 3, 2019

Private View Blog: Ukrainian assets have foreign investors circling

Family offices, venture capital funds and other investors hungry for yield see plentiful opportunities in Ukraine, especially in its ports, agriculture and technology sectors. But the risks remain, not least over central bank independence and future relations with Vladimir Putin’s Russia   

Elisa Trovato web
From Comment September 19, 2019

Private View Blog: Private banks must find competitive edge to win over millennials

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Elisa Trovato web
From Comment August 8, 2019

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Elisa Trovato web
From Comment July 11, 2019

Private View Blog: The critical role financial services can play in tackling the climate crisis

Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path

Elliot Smither web
From Comment June 27, 2019

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

Elliot Smither web
From Comment July 24, 2019

Private View Blog: Wallabies and springboks thriving on Isle of Man

South African investors and expats see the Isle of Man as safe haven for both their asserts and their families

Yuri Bender web
From Comment June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Yuri Bender web
From Comment May 29, 2019

Private View Blog: Are the good times really over?

Trade wars, the rise of populism and instability in the Middle East have all rattled private investors. Things are unlikely to get better anytime soon

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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