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James Goodchild, Westbury
From Wealth Management / Profiles January 12, 2015

New kid on the block Westbury out to provide tailored fit for private clients

Westbury Private Clients' CIO James Goodchild believes some of the best opportunities for those seeking value are to be found in big-name, undervalued, and easily accessible, stocks

Ask the experts logo
From Wealth Management / Private Banking January 12, 2015

Which regulations will impact private banking?

PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector 

Gina Miller, SCM Direct
From Wealth Management / Profiles January 9, 2015

SCM Private believes investors hungry for a spot of digital DIY

SCM Private’s Gina Miller is passionate about bringing more efficient investment solutions to a wider audience, while admitting the firm’s new digital offering has needed improvements

Peter Raskin, Berenberg
From Wealth Management / Private Banking January 7, 2015

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

Olivier Crespin, DBS
From Wealth Management / Private Banking January 7, 2015

Asia able to focus on path ahead

Digitalisation is the key to both improving customer support and boosting adviser productivity, says Olivier Crespin, group head Digital Bank at Singapore-based DBS

Mike Chochon, PrairieSmarts
From Wealth Management / Private Banking December 9, 2014

Digital revolution in private banking

Digitalisation has the potential to improve access for clients and make banks more efficient, but wealth managers need to embrace these deep-rooted changes wholeheartedly or risk losing out to competitors

PWM 1214 cover
From Wealth Management / Family Offices December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

Michael O'Sullivan, Credit Suisse
From Wealth Management November 12, 2014

Global wealth on the up but so is inequality

Global household wealth has reached a new record high despite challenging economic conditions, with developed markets leading the way

Sofia Merlo, BNP Paribas Wealth Management
From Wealth Management / Profiles November 4, 2014

BNP Paribas locks horns with European heavyweights

As both Europe and Asia emerge as key markets for BNP Paribas Wealth Management, co-heads Vincent Lecomte and Sofia Merlo discuss the French bank’s ambitious growth strategy

Jon Little, Northill Capital
From Wealth Management / Profiles October 8, 2014

Northill brings a little focus to asset management world

Northill Capital’s CEO Jon Little discusses the benefits, and drawbacks, of starting up an asset management operation from scratch, and why he believes so many firms take the wrong approach

Latest PWM video

With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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