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Kelly Coffey, JP Morgan
From Regions / Americas & Caribbean / USA September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Tracey Warson, Citi Private Bank
From Regions / Americas & Caribbean / USA September 2, 2016

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Jose Fuentes, Citi Private Bank
From Regions / Americas & Caribbean / Mexico August 30, 2016

Local Latin American banks seize chance as turmoil engulfs region

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely

Christian Edelmann, Oliver Wyman
From Regions / Europe / United Kingdom 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

Mark Boleat
From Regions / Europe / United Kingdom August 23, 2016

Is an exodus from London to Paris on the cards?

Mark Boleat, policy chairman at the City of London Corporation and Didier le Menestrel, chairman and founder of La Financière de l’Echiquier, discuss whether Brexit will see Paris overtake London as Europe’s leading financial centre

PWM 0816 cover
From Regions / Europe / United Kingdom 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 competitive factors before shipping out staff

Nick Melhuish, Amundi
From Regions / Americas & Caribbean / USA August 23, 2016

US equities hit record highs as fears over recession fade

Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Santo Borsellino, Generali Investments
From Regions / Europe / Italy 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

Jeffrey Sacks, Citi
From Regions / Asia / China 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

Patrick Mange, BNP IP
From Regions / Asia / China June 30, 2016

Emerging markets see light at end of the tunnel

The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

Latest PWM video

Innovation, investment themes and getting the best out of family offices, private banks and the financial hubs they are based in, were among the key topics discussed at the FT Wealth Management Summit in London

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