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Nick Levitt, HSBC
From Wealth Management / Business Models June 3, 2016

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

PWM 0416 cover
From Wealth Management / Business Models April 27, 2016

Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

EU UK flag pins - Getty
From Wealth Management / Business Models April 5, 2016

Brexit could benefit City of London

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

Jürg Zeltner, UBS
From Wealth Management / Business Models March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Rahul Malhotra, JP Morgan Private Bank
From Wealth Management / Business Models March 14, 2016

Ball now in boutiques’ court for Asian recruitment game

With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent

Julius Baer - Getty
From Wealth Management / Business Models January 14, 2016

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

Jeroen Rijpkema, ABN Amro
From Wealth Management / Business Models November 23, 2015

ABN Amro concentrates on quality over quantity

Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each

Stephen Skelly, HSBC
From Wealth Management / Business Models November 2, 2015

Time to professionalise family business governance

Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances

From Wealth Management / Business Models October 27, 2015

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

Holger Spielberg, Credit Suisse
From Wealth Management / Business Models September 7, 2015

Using big data to boost human relationships

Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients

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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