Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Pablo Garnica, JP Morgan
From Wealth Management / Business Models May 29, 2013

The search for new riches

Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

Ashish Misra, Lloyds TSB
From Wealth Management / Profiles May 29, 2013

Lloyds TSB concentrates on bigger picture

Ashish Misra at Lloyds TSB is selectively bullish when it comes to the global economy and equity allocations, but is keeping a close eye on political situations in the Middle East and North Asia

GBPA_logo_2018
From Wealth Management May 3, 2013

Methodology - Global Private Banking Awards 2018

Global Private Banking Awards’ Objectives

Sofia Merlo, BNP Paribas Wealth Management
From Wealth Management / Profiles May 1, 2013

BNP Paribas Wealth Management mixes European flavours with French fare

BNP Paribas Wealth Management’s make-up has been forged by several mergers which gave clients stability while expanding the bank away from its French roots, stress co-heads Sofia Merlo and Vincent Lecomte

Julian Ide, Old Mutual
From Wealth Management / Profiles May 1, 2013

New culture at the heart of Old Mutual

With an ambitious target of doubling Old Mutual Global Investors’ funds, head of asset management Julian Ide claims to have “reconfigured” the sales and distribution side of the firm while preserving the investment team

From Wealth Management April 8, 2013

Wealth managers must work to match clients' appetite for technology

Clients are not satisfied by the technological capabilities of their wealth managers, putting firms under pressure to upgrade

Christian Gattiker, Julius Baer
From Wealth Management / Private Banking April 8, 2013

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

Erwin Schoeters, KBC Bank
From Wealth Management / Profiles April 8, 2013

KBC welcomes wealth back to Belgian shores

KBC’s Erwin Schoeters predicts the wealthy Belgians he serves plan to move assets from offshore centres back to the country and is positioning the bank accordingly

PWM 0312 cover image
From Wealth Management February 28, 2013

Private banks reaching into new asset pools

Private banks and fund houses are facing huge upheavals to the way they do business, but some see the current environment as a chance to boost dialogue with clients and increase their share of wallet

Catherine Tillotson
From Wealth Management / Business Models February 27, 2013

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

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