PrivateBanking.com BLOG

Restoring client trust, retaining talent and developing strategies to capture Asia’s growing private wealth
The combined wealth of Asia Pacific’s HNWIs is estimated to grow at an annual rate of 8.8% until 2018, faster than the global average of 7.1%, with China, India and Indonesia likely to lead HNWI growth in Asia Pacific, underpinned by robust domestic consumption and a growing number of affluent individuals.

However, wealth management firms and private banks are being challenged post-crisis to refine business models and capabilities. With increased stringency of regulations, investors choosing simpler products over exotic instruments and demanding short term returns, private banks are … Continue Reading

The development and rise of multi-family offices throughout the U.S. has grown considerably due to the lack of confidence in the banking sector. Effectively managing investment trends and strategies with the ability to alter portfolios to accommodate them can set your family office on solid ground with these often demanding but rewarding families.

A Unique Event

Distinguishing your services above the increased competition and having the ability to find new wealthy clients and then ensure their loyalty is an essential component of a successful wealth management practice. … Continue Reading

Overview of course

Over the last few years it has become ever more important for banks to develop effective methods of measuring their credit risk exposures in order to help align capital requirements to the intrinsic amount of credit risk to which they are exposed.

In this course, Massimo Morini, Head of Credit Models
and Coordinator of Model Research at IMI Bank of Intesa San Paolo will investigate how banks can utilise:

A standardised approach
An internal-ratings approach
An advanced internal ratings-based approach

Who should attend?

This course is particularly relevant to those working in banks, asset managers and other financial organisations with the following job titles:

• Credit … Continue Reading