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Ray Soudah, MilleniumAssociates AG
From Wealth Management / Business Models September 26, 2012

Untenable positions may force UK firms to seek buyers

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

From Wealth Management / Profiles September 26, 2012

Wells Fargo crosses Atlantic to further growth

Wells Fargo’s Mike Niedermeyer is confident the US firm will succeed in its ambitious plans to grow its overseas presence, but how will its multi-boutique model go down in the European market?

Frédéric Rochat, Lombard Odier
From Wealth Management / Profiles September 26, 2012

Lombard Odier seeks right fit in recruitment drive

Dispatched to London to grow Lombard Odier’s overseas presence, Frédéric Rochat is keen to show the Swiss bank can be much more aggressive than its national stereotype would suggest

From Wealth Management / Private Banking August 30, 2012

Time for investment houses to accelerate pace of change

Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise

Michael Maslinski
From Wealth Management / Private Banking August 30, 2012

Asian ambition drives Julius Baer’s BofA move

By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

Ray Soudah, MilleniumAssociates AG
From Wealth Management / Business Models August 30, 2012

Swiss banks search for alternatives to M&A boom

Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting

Rob Lay, UBS GAM
From Wealth Management / Profiles August 30, 2012

UBS’ slimline menu caters to appetite for US equities

UBS GAM’s distribution chief, Rob Lay, believes there is plenty of money in Europe for asset managers to target if they play to their strengths

Luigi Pigorini, Citi
From Wealth Management / Profiles August 30, 2012

Citi senses opportunity amid European crowds

Citi’s Emea boss Luigi Pigorini discusses the private bank’s attempts to increase its presence among Europe’s wealthiest families and the importance of keeping regulators onside

Rick Lacaille, State Street Global Advisors
From Wealth Management / Profiles July 19, 2012

State Street encouraging clients to boost exposure to emerging markets

Rick Lacaille, global CIO at State Street Global Advisors, believes China’s political problems are leading to great valuations for investors, while he sees opportunities in Russia’s attempts to boost its non-energy economy

From Wealth Management / Private Banking June 29, 2012

The new face of banking

With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector

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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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