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Rémi Frank, BNP Paribas

BNP Paribas sees regional traits in reactions to Covid-19 turbulence

While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently

Matthew Fleming, Stonehage Fleming

Stonehage Fleming sees Covid-19 as a catalyst for change

Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact

Robot handshake

What does a compelling client experience look like?

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Yuri Bender web

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Sanjay Joshi, L&C

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Elliot Smither web

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Pile of banknotes

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Daniel Freedman, London & Capital

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

David Stead, Charities Aid Foundation

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Customer loyalty teaser

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

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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