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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

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

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From Wealth Management May 3, 2013

Methodology - Global Private Banking Awards 2020

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

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (June/July)

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Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020