Products & Services

Investors study climate change risks

Tue, Mar, 9 2010

Institutional investors and consultancy Mercer are joining forces to study the impact of climate change on strategic asset allocation.

Investors study climate change risks

Tue, Mar, 9 2010

Institutional investors and consultancy Mercer are joining forces to study the impact of climate change on strategic asset allocation.

COMMENT: Products and soft skills in demand

Thu, Feb, 25 2010

OCBC’s deal to buy ING’s Asia-Pacific private banking businesses – which it has branded Bank of Singapore – and set up a standalone bank in Singapore is a major development for the industry in the city state.

SulAmérica: Need for advice grows in Brazil

Thu, Feb, 25 2010

SulAmérica Investimentos, a Sao Paolo-based insurance business, is aiming to double assets under management in Prestige, its HNW wealth management business, over the next three years.

Russia’s $650bn opportunity

Thu, Feb, 25 2010

Russia, despite its vast potential and obvious connections with wealth, through the oligarchs who have made their names across the world, is renowned as a difficult place to do business.

Merrill loses ‘half’ UK discretionary team

Mon, Feb, 15 2010

A slice of the UK discretionary management market is up for grabs after Merrill Lynch, one of the leading players, lost up to half its UK team.

Client portfolios claw back losses

Wed, Feb, 10 2010

Private client portfolios managed on a cautious mandate by UK wealth managers have recovered the losses of the financial crisis, according to research.

Heading a private bank: an impossible job?

Tue, Jan, 26 2010

Heading a wealth management business as part of a universal bank is an impossible job, according to the former head of BBVA’s private bank Daniel de Fernando. De Fernando, who now heads the private investment office MdF Achievers in Spain, is the latest banker to leave the mainstream industry claiming the interests of clients and bankers are deeply misaligned

Philanthropy moves in-house

Tue, Jan, 26 2010

While philanthropy has for centuries been an important element of wealthy society, it is only in the past five years that it has started to become considered a central part of private banking strategies. UBS was one of the first to establish an in-house philanthropy operation in 2004, and since then banks including Coutts, Barclays Wealth, JPMorgan Private Bank and BNP Paribas have also taken the step.

UHNW turn to fixed-fee consultants

Tue, Jan, 26 2010

Ultra high net worth clients are increasingly appointing consultants to monitor investment performance because of the complexity of structures and terminology used by wealth managers. According to a Booz & Co report released last month, fixed fee external consultants that can help ultra high net worth (UHNW) clients interpret performance data are particularly in demand.