Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Mark Mobius, Templeton
From Wealth Management / Profiles September 25, 2013

Templeton’s Mark Mobius focuses on bigger picture

Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China

Paul Kearney, Kleinwort Benson
From Wealth Management / Family Offices September 25, 2013

Kleinwort Benson out to boost efficiency in the family arena

Paul Kearney, responsible for ultra high net worth clients at Kleinwort Benson, discusses what makes a good relationship manager and why he believes the business models of many family offices simply do not work

Sandro Pierri, Pioneer
From Wealth Management / Profiles August 29, 2013

New look Pioneer pins hopes on fixed income

Pioneer Investments’ Sandro Pierri discusses his ambitious plans to expand the funds house by branching out further from its Italian heartlands and the challenges of making money from fixed income

Jim Prior, The Partners
From Wealth Management / Private Banking August 28, 2013

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

Rupert Robinson, Signia
From Wealth Management / Profiles August 28, 2013

Signia Wealth adds a touch of spice to investing

Rupert Robinson plans to double assets under management in his new role as head of wealth management at Signia Wealth, and to give clients greater access to direct investments

Oleksii Aleksandrov, UkrSibbank
From Wealth Management / Private Banking July 19, 2013

Global heavyweights set sights on Ukraine

Ukrainians are worried about the security of their assets, creating opportunities for global wealth managers

Rebecca Eastmond, JP Morgan Private Bank
From Wealth Management / Business Models July 3, 2013

Finding a way to make charity pay

Clients are expecting their wealth managers to offer philanthropy services, but is it possible for private banks to turn those into a profitable enterprise?

From Wealth Management / Business Models July 2, 2013

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Philippe Vayssettes, Neuflize
From Wealth Management / Profiles July 2, 2013

Neuflize no longer just about ancient history

Neuflize OBC chairman Philippe Vayssettes discusses the relationship the French establishment has with parent bank ABN Amro and how clients are being advised to take on more risk to preserve their wealth

PWM 0713 Cover Image
From Wealth Management / Family Offices July 2, 2013

Banks getting the hang of family affairs

Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously

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.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018