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Karin Jestin, Lombard Odier
From Wealth Management / Private Banking August 13, 2015

Philanthropy cries out for professional touch

Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well

Shaun Port, Nutmeg
From Wealth Management / Profiles August 3, 2015

Nutmeg’s online offering cracks UK wealth market

Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder 

Dan Ellis, RBC Wealth Management
From Wealth Management / Private Banking July 14, 2015

Global wealth hits new highs but growth slows

Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015

Daniel Roy, La Banque Postale
From Wealth Management / Profiles July 8, 2015

La Banque Postale out to deliver broader fund menu

French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year

Shaun Port, Nutmeg
From Wealth Management June 16, 2015

Rise of the robo-advisers

A wide range of firms come under the term "robo-adviser", but will investors still show faith in times of crisis?

Markus Stadlmann, Lloyds
From Wealth Management / Profiles June 11, 2015

European and Japanese equities top Lloyds hitlist

It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia 

Nick Lyster, PGI
From Wealth Management / Profiles June 11, 2015

Principal Global Investors senses opportunity amid sub-advisory surge

The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Olivier Carré, PwC Luxembourg
From Wealth Management / Private Banking June 7, 2015

Custodians’ collaboration key to integrated reporting

Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side

Julie Barker-Merz, BMO InvestorLine
From Wealth Management / Private Banking May 22, 2015

Banks learn robo-speak

Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits

Jim Jessee, MFS
From Wealth Management / Profiles May 12, 2015

Big-brand mindset has all of MFS playing same tune

MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

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