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Yves Mirabaud
From Wealth Management / Profiles May 23, 2017

Better Swiss relations with EU tops Mirabaud wishlist

Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Paloma Piqueras, BBVA
From Wealth Management / Profiles March 1, 2017

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Gina Miller, SCM Direct
From Wealth Management / Profiles December 15, 2016

Gina Miller: Counting cost of the Brexit vote

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

Paul de Leusse, Indosuez
From Wealth Management / Profiles December 9, 2016

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Peter Flavel, Coutts teaser
From Wealth Management / Profiles October 24, 2016

Flavel puts investment at core of Coutts’ growth plan

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Jessica Donohue, State Street
From Wealth Management / Profiles September 6, 2016

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

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

David Lai, Eastspring
From Wealth Management / Profiles June 1, 2016

Teething problems inevitable as China opens up, says Eastspring

The Chinese authorities’ attempts to manage a deteriorating economy should improve with experience, says Eastspring’s fixed income director David Lai

Michel Longhini, UBP
From Wealth Management / Profiles May 6, 2016

Asian expansion spearheads UBP’s global ambitions

UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks

Daniel Pinto, Stanhope
From Wealth Management / Profiles March 4, 2016

Private Dining: Stanhope service seats all clients at the same table

The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw

Latest PWM video

    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    From PWM Research March 20, 2017

    Allocators sense opportunities in Europe and Japan

    Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

    Chart 6 growth opps

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