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Latest Special Reports - Analysis

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

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

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

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

Snapshots of 2016: The analysts’ view

  • Author: PBI Editorial
  • Published: 12 Dec 2016

PBI spoke with three wealth analysts from Capgemini, Aite and WealthInsight to compile seven key themes that defined the wealth management and private banking markets in 2016. Was the year of shocks as disruptive to the private banking space as it was to the political arena? Read on.... read more

PBI Global Wealth Summit 2016: FutureVision sessions, Masterclass, and WealthInsight presentation

  • Author: Ann Lim
  • Published: 1 Dec 2016

This year’s PBI Global Wealth Summit hosted FutureVision sessions with C-level executives from two banks, introduced a Masterclass session and also incorporated a data-driven presentation from PBI’s sister platform, WealthInsight. Read on for details. read more

PBI Global Wealth Summit 2016: An overview

  • Author: Ann Lim
  • Published: 1 Dec 2016

The Private Banker International Global Wealth Summit 2016, held in Singapore in October, brought together pivotal private banking industry leaders to engage in much needed discussion on evolving business models and the use of technology, the impact of fast evolving regulations, inter-generational wealth transfer and the unique proposition on ultra-high-net-worth clientele. Xiou Ann Lim reports on key insights from the day. read more

HNWIs opt for safe havens over tax breaks

  • Author: John Schaffer
  • Published: 7 Oct 2016

Offshore centres have come under continued scrutiny in recent years. Whilst the majority of activity has been legitimate – the controversies surrounding tarnished jurisdictions have changed the way private banks and wealthy clients operate in select geographies. John Schaffer looks at how the wealthy are favouring “safe-haven” booking centres and how the offshore wealth management landscape has changed. read more

Performance dips among family offices

  • Author: John Schaffer
  • Published: 30 Sep 2016

The average performance of family offices was particularly weak in 2015. However, this is reflective of a challenging year for the global investment industry as a whole, paired with a desire for more illiquid strategies. John Schaffer delves deeper into a report by Campden Wealth and UBS. read more

Finding a needle in a haystack: Private banking recruitment

  • Author: John Schaffer
  • Published: 21 Sep 2016

Client facing private bankers have to spin a lot of plates – from being financial experts to fostering close relationships with clients, all whilst adhering to regulation. John Schaffer looks at how private banks in Europe approach the recruitment of relationship managers and their methods for fostering talent in-house. read more

Five key trends dominating the HNW insurance market

  • Author: John Schaffer
  • Published: 7 Sep 2016

As the global population of HNWIs rises, the need for more bespoke insurance solutions increases. John Schaffer digs deeper into a WealthInsight report that looks at the insurance market for this demanding and complex demographic. read more

All eyes on Canada

  • Author: John Schaffer
  • Published: 10 May 2016

A gold standard reputation, socioeconomic stability and liberal immigration policy are attracting a significant amount of international wealth into Canada. The country is also experiencing a boom in its domestic wealthy numbers, giving private banks ample opportunities to prosper. John Schaffer identifies the big trends dominating the wealth management market in the region and examines why Canada is the new wealth haven to watch. read more

Indosuez Wealth Management: Harvesting billionaires

  • Author: John Schaffer
  • Published: 6 May 2016

Crédit Agricole has rebranded its global private banking division as Indosuez Wealth Management. Although clients with modest fortunes are serviced, the focus is clearly on the ultra-wealthy and their increasingly globalised needs. John Schaffer speaks with Frédéric Lamotte, global head of market and investment solutions at Indosuez Wealth management, to find out more. read more

Family first: Growing significance of family offices in the Middle East

  • Author: Paul Golden
  • Published: 25 Feb 2016

According to the RBC Capgemini World Wealth Report, the high net worth individuals population in the Middle East rose by 7.7% between 2013 and 2014 and their wealth rose 8.2%. The regional family office sector has some catching up to do quantitatively and qualitatively, writes Paul Golden. read more

Maintaining positive momentum

  • Author: Meghna Mukerjee
  • Published: 29 Jan 2016

Consistent growth is difficult to maintain in the current private banking climate, while profit margins are squeezed and traditional revenue models are being challenged. Arbuthnot Latham, however, has remained profitable and plans to continue this growth momentum. It has also sharpened its commercial banking focus, which is a key priority for 2016. CEO James Fleming speaks to Meghna Mukerjee. read more

Giving men a run for their money

  • Author: Ann Lim
  • Published: 19 Jan 2016

Recent reports have indicated that women in Asia are not only stepping up within the entrepreneurial space – they are also catching up with men when it comes to net wealth. Xiou Ann Lim finds out if this will be a game changer in terms of how private banks in Asia map their strategy. read more


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