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UBS's gargantuan technology overhaul

  • Author: John Schaffer
  • Published: 15 Mar 2017

UBS is widely seen in the industry as being at the forefront of innovation in the wealth space. Dirk Klee, UBS Wealth Management COO, tells PBI about the changes that are being made to its IT systems, and why it is not all about apps at the Swiss bank. John Schaffer reports. read more

Belgium’s conservative investors begin recovery

  • Author: PBI Editorial
  • Published: 13 Mar 2017

The wealth market in Belgium has experienced a rocky road in 2016. The ripple effect of the March terrorist attack paired with a volatile stock market has put the country into recovery mode. PBI digs deeper into a recent GlobalData report. read more

CEO INTERVIEW: A re-defined Eurozone focus for ABN AMRO

  • Author: John Schaffer
  • Published: 9 Mar 2017

After consolidating its private banking business through exiting Asia and the Middle East, the largest Dutch private bank is concentrating its efforts on north-west Europe. John Schaffer speaks with Jeroen Rijpkema, CEO, private banking international at ABN AMRO, to gather the details. read more

COMMENT: Wealthy Americans are getting richer under the Trump administration

  • Author: Oliver Williams
  • Published: 7 Mar 2017

As the world watches every move (and tweet) of the new Trump administration, they may have not noticed one thing: The biggest benefactors since his elections have not been America’s middle classes, but her high net worth individuals (HNWIs), writes Oliver Williams, head and founding member of WealthInsight.. read more

COMMENT: How far have private banks come with digital client-onboarding?

  • Author: Meghna Mukerjee
  • Published: 6 Mar 2017

In an age of instant gratification and digital domination, client-onboarding still remains a time consuming and highly manual process for private banks, writes Meghna Mukerjee. read more

Three myths about serving wealthy female clients

  • Author: John Schaffer
  • Published: 2 Mar 2017

The private banking industry has an image of being severely male dominated. Its exclusion of women from important conversations is not only dated but also potentially dangerous. On the client front, there has been a steady rise of female millionaires in recent years. John Schaffer looks at the myths surrounding servicing female clients and how private banks can do better. read more

UBS defends its high fees for newly launched robo advisor SmartWealth

  • Author: John Schaffer
  • Published: 28 Feb 2017

Swiss bank UBS’s new robo advice service, SmartWealth, has been released primarily to target the UK mass affluent – a new segment for the private bank that has traditionally serviced only millionaires. John Schaffer gets a first look at what the new offering is all about. read more

COMMENT: The home bias puzzle

  • Published: 28 Feb 2017

Economists can’t explain why investors everywhere overweight their home market; psychologists, however, just might have the answer, writes Stefan Van Geyt, Group Chief Investment Officer at KBL European Private Bankers (operating in the UK as Brown Shipley). read more

Tax planning perils and possibilities for family offices in the era of transparency

  • Author: Paul Golden
  • Published: 21 Feb 2017

Greater scrutiny of tax structures and offshore financial centres has increased the pressure on family office advisors to propose schemes for their wealthy clients that are compliant as well as efficient. In this era of increased regulations and transparency, Paul Golden investigates how family office advisors are rethinking their approach to the affairs of the wealthy. read more

A small but growing wealth market in Indonesia

  • Author: PBI Editorial
  • Published: 17 Feb 2017

Indonesia’s HNWI population has been sheepish when it comes to onshore investments. However, newly found political stability and the implementation of a tax amnesty is likely to encourage prosperity in the wealth market in the coming years. PBI looks into GlobalData’s recent report. read more

Collaboration over disruption the key theme for WealthTech at Finovate Europe 2017

  • Author: John Schaffer
  • Published: 9 Feb 2017

John Schaffer reports on the key WealthTech highlights from the two-day event held in London, and details the fintech players that impressed the most. read more

Is Germany’s love for robo-advice a worry for private banks?

  • Author: John Schaffer
  • Published: 31 Jan 2017

Germany’s robo-advice market is heating up quickly, and the younger tech-savvy population is a captive market for the slew of automated advisory service providers that are setting up shop. But do the new breed of advisors pose any real threat to the traditional wealth management industry? John Schaffer reports. read more

Is real estate ‘hot property’ for private banks?

  • Author: John Schaffer
  • Published: 30 Jan 2017

Extensive property portfolios are synonymous with the wealthy, but how do private banks integrate real estate into the investment propositions for their clients? John Schaffer speaks with real estate experts in the industry to access HNWI demand for this asset class. read more

‘Consolidate and rebrand’ strategy leads to revenue gains for Scotiabank and TD Bank

  • Author: Robin Arnfield
  • Published: 27 Jan 2017

Scotiabank and Toronto Dominion (TD) Bank, two of Canada’s largest banks, have consolidated and rebranded their Canadian wealth management and private banking operations. Both banks have seen their wealth management revenues rise as a result. Robin Arnfield digs into the details. read more

Malaysian HNW population dips, but growth forecasts are promising

  • Published: 25 Jan 2017

Malaysia’s rapidly emerging economy provides a fertile ground for wealthy individuals. Although there was a dip in the wealthy population in 2015, WealthInsight forecasts growth in HNWI numbers over the coming years. PBI takes a closer look at the findings. read more

Trump, trade policy and tweets will dominate investor concerns: UBS Wealth Management

  • Published: 23 Jan 2017

With Donald Trump now officially sworn in as the 45th president of the United States, investors and wealth managers alike must begin to take what he says seriously, writes Geoffrey Yu, Head of the UK Investment Office, UBS Wealth Management. read more

A peek at 2017: Industry comments

  • Published: 4 Jan 2017

With the shocks of the UK’s Brexit result and the US presidential election behind us, PBI asked C-level executives at leading private banks and wealth management firms to give us their forecasts for 2017. Here’s what they had to say.... read more

Latin America: The perplexing and the promising

  • Author: Paul Golden
  • Published: 3 Jan 2017

Wealthy Latin Americans looking to increase their proportion of wealth held onshore will have viewed the restructuring of international private banks’ presence in the region with considerable concern. Paul Golden investigates the remaining opportunities, and how private banks can strengthen their proposition.. read more

COMMENTS: The year that was, and all it was not

  • Published: 3 Jan 2017

The year 2016 was anything but ordinary, bringing enough drama to keep most of us reeling. C-level executives from leading banks in the UK, Asia-Pacific and North America give PBI their views on the year that was, and make some predictions on what we should expect going into 2017 and beyond. read more

StanChart flying to Infinite heights

  • Author: Douglas Blakey
  • Published: 19 Dec 2016

Standard Chartered Singapore has scored a direct hit with its revitalised Visa Infinite credit card, which it targets squarely at the affluent segment. Douglas Blakey reports on the background to the product refresh, and its highly successful relaunch in an increasingly competitive market. read more


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