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Shaun Port, Nutmeg
From Wealth Management June 16, 2015

Rise of the robo-advisers

A wide range of firms come under the term "robo-adviser", but will investors still show faith in times of crisis?

Markus Stadlmann, Lloyds
From Wealth Management / Profiles June 11, 2015

European and Japanese equities top Lloyds hitlist

It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia 

Nick Lyster, PGI
From Wealth Management / Profiles June 11, 2015

Principal Global Investors senses opportunity amid sub-advisory surge

The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Olivier Carré, PwC Luxembourg
From Wealth Management / Private Banking June 7, 2015

Custodians’ collaboration key to integrated reporting

Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side

Julie Barker-Merz, BMO InvestorLine
From Wealth Management / Private Banking May 22, 2015

Banks learn robo-speak

Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits

Jim Jessee, MFS
From Wealth Management / Profiles May 12, 2015

Big-brand mindset has all of MFS playing same tune

MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Victor Allende, CaixaBank

Slimline Spanish banking sector climbs off canvas

A wave of consolidation and a focus on digital technology have breathed new life into a Spanish banking sector which was left reeling by the financial crisis

Sandrine de Vuyst, ING
From Wealth Management / Private Banking April 28, 2015

Luxembourg sets sights on upper reaches of wealth ladder

Whereas Luxembourg was once seen as a tax haven for mass affluent individuals, changes in the regulatory landscape have led the Grand Duchy to raise the bar on the type of clients it attracts

Archil Gachechiladze, Bank of Georgia
From Wealth Management / Profiles April 1, 2015

Global investors with Georgia on their minds

Clients may worry about the proximity and influence of its Russian neighbour, but Bank Of Georgia’s Archil Gachechiladze insists the country is an attractive base for yield-hungry wealthy individuals

James Quarmby, Stephenson Harwood
From Wealth Management / Private Banking March 27, 2015

The globalisation of wealth

International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex

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