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Amin Rajan, Create
From Wealth Management / Business Models May 23, 2014

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

Dario Prunotto, UniCredit
From Wealth Management / Profiles May 19, 2014

UniCredit vows holistic path will match client lifestyles

Clients are looking for “useful” private banking advice that deals with their needs rather than the product-pushing of old, believes Dario Prunotto, UniCredit’s head of private banking

Yves Bonzon, Pictet & Cie
From Wealth Management / Profiles May 7, 2014

Pictet seeks safety in developed markets

Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital

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Adapting to the new era of private banking

Christophe Billard, group commercial director at UK-based SGPB Hambros, part of French group Société Générale, talks to Yuri Bender about key trends in wealth management, and explains how private banks need to adapt their service offering to meet clients’ evolving needs

Dena Brumpton, Citi Private Bank
From Wealth Management / Business Models April 29, 2014

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Antony John, ECU
From Wealth Management / Profiles April 7, 2014

ECU confident multi-asset structure ready for limelight

The diversified approach offered by multi-asset investments will find favour in a world adjusting to QE tapering, believes ECU’s Antony John

Alexey Aleksandrov, UkrSibbank
From Wealth Management / Profiles March 31, 2014

UkrSibbank in step with cautious Ukrainian clients

Ukraine’s UrkSibbank has slowly but surely been making headway in the country’s private banking industry, bringing Western-style products to a clientele who are slow to trust and prefer to play it safe

From Wealth Management / Family Offices March 14, 2014

Multi-family offices must broaden expertise

Multi-family offices need to widen the range of services they offer clients, be it in-house or through strategic partnerships, if they are to grow to their full potential

Frédéric Pérard, BNP Paribas
From Wealth Management / Profiles March 12, 2014

Uneven road ahead for Luxembourg’s global gateway

Luxembourg is expecting a surge in business as AIFMD takes hold, while emerging market institutions are increasingly active in the Duchy. But BNP Paribas’ Frédéric Pérard warns of clouds gathering on the horizon

Yves Perrier, Amundi
From Wealth Management / Profiles March 3, 2014

Innovation adds sparkle to Perrier’s fund factory at Amundi

Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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