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Stephanie Luedke, Citi Private Bank
From Wealth Management / Business Models January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Amy Lo, UBS
From Wealth Management / Business Models January 2, 2018

Chinese wealth managers put faith in family values

The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

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From Wealth Management / Business Models January 2, 2018

Building a wealth proposition around women

Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

From Wealth Management / Business Models November 15, 2017

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

From Wealth Management / Business Models October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

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From Wealth Management / Business Models August 22, 2017

Getting to grips with new business models

The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers 

Guillaume Dufour, Dassault Systèmes
From Wealth Management / Business Models June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Rachel Harrington, Coutts
From Wealth Management / Business Models June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

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From Wealth Management / Business Models June 20, 2017

Private banks’ tech transformation gathers pace

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

Lee Gardhouse, Hargreaves Lansdown
From Wealth Management / Business Models April 20, 2017

Size isn’t everything as fund performance beats brand

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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