All articles by Paul Golden

Conscious coupling: Family office and private equity co-investing

No risky business: Getting risk management frameworks right for family offices

Family offices tend to have a reasonably sound appreciation of investment risk, but anecdotal evidence suggests that when it comes to assessing operational risk factors, many would benefit from a more structured approach. Paul Golden finds out more

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

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

Latin America: The perplexing and the promising

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.

Action time for asset managers: Preparing for MiFID II

MiFID II is set to make fundamental changes to the way wealth and asset managers distribute their products and services. The order execution requirements of MiFID II have focused asset manager attention on foreign exchange costs and the most cost-effective trading options. Paul Golden speaks to some of the industry players to find out their current priorities

More lending, more loyalty: The growth in lending penetration among private banks

Private banks are increasingly leveraging their balance sheets to lend to clients, releasing funds for portfolio investment as well as asset acquisition. Alongside generating additional revenue, this is also increasing customer loyalty. Paul Golden speaks to some of the leading players to find out more

Maximising business intelligence for clever outcomes – are asset managers doing enough?

The ability to analyse information from multiple data sources has obvious benefits for wealth and asset managers, although many firms lack the infrastructure to extract business intelligence from their data. What are asset managers doing currently with business intelligence and what more can they do? PBI speaks to industry experts to outline best practices

Spotlight on South Korea

Competition for private banking business in South Korea remains fierce, despite the challenges of dealing with clients who demand a high level of attention while they continue to resist paying for advice. Paul Golden investigates further

Wealthy, healthy and wise: APAC top 20 AuM benchmark

Private Banker International’s latest Asia Pacific Top 20 Survey finds the leading private banks in a bullish mood. Paul Golden speaks to some top executives in the region to gauge how they are dealing with rising competition and evolving client needs while aiming to gain a larger share of the wealth pie

Analysis: Managers face age of change

While reform of the UK pension industry has opened up a market estimated to be worth £12bn, it will also further increase pressure on asset management firms to be transparent and competitive on fees.