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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

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?

Jeffrey Sacks, Citi
From Regions / Americas & Caribbean / USA 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

Mark Haefele, UBS Wealth Management
From Regions / Americas & Caribbean / USA June 16, 2016

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

From Regions / Americas & Caribbean / USA October 26, 2015

High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

From Regions / Americas & Caribbean / USA September 2, 2015

Swiss and US names dominate private banking brand rankings

UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

Steven Fradkin, Northern Trust
From Regions / Americas & Caribbean / USA March 25, 2015

Northern Trust sees room for old firms in new world

Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks

Ed Cowart, Nordea
From Regions / Americas & Caribbean / USA March 6, 2015

Investors worried US market could run out of steam

The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Brian Jacobsen, Wells Fargo
From Regions / Americas & Caribbean / USA September 25, 2014

The ups and downs of inflation

The eurozone is perilously close to slipping into deflation while there are fears that the Fed’s huge quantitative easing programme could lead to high inflation in the US. How worried should investors be?

Latest PWM video

Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.

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