Professional Wealth Managementt
Rogerio Pessoa, BTG Pactual

Brazil turnaround will set Latin America on road to recovery

With a new government in place, Brazil looks set to leave its economic woes behind, which bodes well for the region as a whole

PWM 0816 cover
From Comment / Editor's Analysis August 23, 2016

Brexit result leaves rival centres jostling for position

London’s pre-eminence as Europe’s leading financial centre may well be under threat following the UK’s vote to leave the European Union, but institutions assess many competetive factors before shipping out staff

Christian Edelmann, Oliver Wyman
From Wealth Management / Business Models August 23, 2016

Financial world in flux following EU poll upset

While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty

     
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Santo Borsellino, Generali Investments
From Wealth Management / Profiles July 18, 2016

External assets central to Generali’s expansion drive

Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

Martin Gilbert, Aberdeen
From FinTech July 12, 2016

Aberdeen says fund houses must digitise

Aberdeen CEO Martin Gilbert believes a diversified fund offering and the firm’s recent cost-cutting drive will mean a change in fortunes

Jeffrey Sacks, Citi
From Comment / Great Debate July 5, 2016

Is now the time to invest in emerging markets?

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

PWM 0616 cover
From Comment / Editor's Analysis June 29, 2016

Berlin witnesses passing of investment baton

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin 

PWM 0616 cover
From Financial Centres June 22, 2016

Financial centres: Cities stand on verge of new era

A handful of financial centres look set to battle it out as the base for banks and companies, with a skilled workforce and low cost base among the key differentiators 

Patrick Rivière, La Française
From Financial Centres June 22, 2016

Brexit provides Paris with new lease of life

While the French government has not always been supportive of growing its financial services sector, Paris is gradually waking up to opportunities for expansion

Cyprus shipping industry
From Financial Centres June 22, 2016

Recovering Cyprus believes calmer waters lie ahead

Cyprus is changing and learning from past mistakes. The banking sector has halved in size while there are great hopes for the shipping and funds industries

John Spellman, IOM DED
From Financial Centres June 22, 2016

Innovation and diversification pivotal to Isle of Man’s future

Financial services remain a key pillar of the island’s economy but the government is determined not to put all its eggs in one basket

Eric Syz, Banque SYZ & CO SA
From Financial Centres June 22, 2016

Switzerland struggles to find new role in post-secrecy world

The Swiss must play to their strengths as well as develop new expertise if they are to have any chance of regaining former glories

Ana Claver, Robeco
From Financial Centres June 22, 2016

Regulation and technology lead Madrid’s transformation

The Spanish capital’s financial landscape has been transformed in the last five years with consolidation in the banking sector and asset managers using the city as a springboard to Latin America

James Mulholland, Carey Olsen
From Financial Centres June 22, 2016

Middle Eastern and European elites seek Jersey’s protection

Jersey is becoming something of a centre for alternative investments while there are also signs of private banks returning to the island

Joe Bannister, MFSA
From Financial Centres June 22, 2016

Malta’s growth challenged by custody conundrum

Increased regulatory costs have seen asset managers moving fund management operations to Malta, although global custodians tend to look elsewhere

From Fund Selection August 30, 2016

Fund selection - August 2016

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

From Comment / Consultants' Corner July 25, 2016

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

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