Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Catherine Weir, Citi
From Wealth Management / Profiles November 29, 2013

Citi senses opportunity in rise of next generation

Citi’s Catherine Weir believes the vast wealth due to be passed from one generation to the next over the coming decade presents a huge opportunity for family offices and wealth managers

Eric Syz, Banque SYZ & CO SA
From Wealth Management / Profiles November 28, 2013

Pioneering Banque Syz welcomes winds of change

Eric Syz, who helped found Banque Syz along asset management lines rather than the more traditional secrecy-led model, welcomes the changes running through Swiss private banking and plays down rumours of a possible sale

Ariel Arazi, Bedrock
From Wealth Management / Family Offices November 27, 2013

Market performance keeps family offices in equities

Many family offices remain overweight equities as markets continue to outperform other mainstream asset classes, but worry that valuations are too high

Carolyn Leng, CIMB Private Banking
From Wealth Management / Profiles October 30, 2013

Asian focus keeps CIMB ahead of the competition

Malaysia’s CIMB Private Banking is facing increased competition from its domestic rivals, but is responding with moves into Islamic investments and increasingly cross-border operations, explains chief executive Carolyn Leng

Jürg Zeltner, UBS Wealth Management
From Wealth Management / Profiles October 30, 2013

Resurgent UBS puts wealth management first

Jürg Zeltner explains how UBS managed to bounce back from the dark days of the credit crisis and discusses the role of wealth management within the group

PWM 1013 Cover
From Wealth Management / Business Models September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

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

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.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019