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Olivier Paccalin, Société Générale

SocGen’s private banking unit seeks growth closer to home

Having pulled out of Asia and shut down its Russian operations, Société Générale’s wealth management arm is revamping its London business while seeking to work more closely with the wider group

Raphael Gallardo, Carmignac

Geopolitics front and centre of Carmignac’s thinking

The French asset manager’s chief economist, Raphael Gallardo, speaks to PWM about the impact of the war in Ukraine, the future of Europe and the tribalisation of US politics

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Rebuilding the wealth management business model

Although popular with clients, the long-standing ‘one bank’ business model is no longer ubiquitous, with boutique firms also starting to shine

Credit Suisse GET

Can Credit Suisse ‘shape-shift’ its way to survival?

The Swiss stalwart has undergone myriad structural changes but a cultural transformation is equally important

Victoria Papworth, Coutts

All in the mind: dealing with private clients’ mental burdens

Wealthy individuals are not immune from struggles with their emotional wellbeing, with unprepared recipients of sudden wealth particularly vulnerable

Helen Westropp

Strong branding means getting serious about sustainability

Customers now expect companies to be able to show how they are working for the good of society and the planet, and those merely paying lip-service are quickly found out

Ian Woodhouse, Accenture

Reinventing business models for the benefit of advisers, clients and firms alike

If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Gold Pyramid Getty  HUIZENG HU

Lower tiers of wealth pyramid a potential goldmine for wealth managers

Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Cristoph Courth, Pictet

Compounding crises keep Pictet’s philanthropy unit on its toes

Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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