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Jamie MacLeod, Bordier & Cie
From Wealth Management / Profiles February 10, 2015

Bordier’s traditional approach prioritises personal touch

The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod

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From Wealth Management / Private Banking February 9, 2015

The importance of brand in private banking

PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes

Gary Linieres, Wealth Dynamix
From Wealth Management / Private Banking February 6, 2015

Cyber security: Fear of fraud driving client calls for online safety nets

Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved 

Eric Sturdza
From Wealth Management / Profiles February 4, 2015

Sturdza confident staying slim serves an advantage

Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty

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

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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

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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