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Petra Posnikova, VAR Capital

Private View Blog: Wealthy women don’t require special treatment

Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

Mariam Rassai, BNP Paribas Wealth Management

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

Azamat Sultanov, Fortu Wealth

Fintech on Friday: Is now the time to dive into crypto markets?

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

Makar Paseniuk, ICU

ICU determined to keep Ukrainian economy on track

Ukraine’s investment industry is working hard to ensure the country’s economy does not collapse in the face of the Russian invasion, says ICU’s Makar Paseniuk

Pierre Ramadier, BNP Paribas Wealth Management

BNP Paribas Wealth Management bids for bigger slice of entrepreneurial pie

An integrated, 'one bank' approach is the best way to service high end clients, believes BNP Paribas' Pierre Ramadier

Jean Keller, Quaero Capital

Quaero believes small can be beautiful if firms deliver

Quaero CEO Jean Keller is seeking to build a boutique where original thinking is utilised to bring private capital and responsible investing together 

David Montgomery, M&G Wealth

M&G Wealth bets on brand to carve out a niche in UK market

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Steve Sokić

Private View Blog: Succession planning - learning from the Roy family

Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession

Asian digital window

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

PWM 20 year cover

Looking back at 20 years of change in private banking

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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