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From Wealth Management / Business Models May 31, 2012

Banks clear some space in global garage sale

Bank of America Merrill Lynch has put its international wealth management business up for sale, but will the reported $3bn price tag deter potential buyers?

Gina and Alan Miller, SCM Private
From Wealth Management / Family Offices May 31, 2012

SCM Private invites clients to follow in its footsteps

Alan and Gina Miller, the founders of SCM Private, believe managing their own money alongside their clients’ helps them follow a longer-term strategy, such as avoiding overhyped emerging markets and embracing ETFs

Didier Duret, ABN Amro
From Wealth Management / Profiles May 31, 2012

ABN Amro filled with a new resolve

Didier Duret, ABN Amro Private Banking’s CIO, typifies the confidence that is once again flowing through Dutch bank

Bringing the digital revolution to private banking

Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up

Massimo Tosato, Schroders
From Wealth Management / Profiles May 3, 2012

Schroders reaps rewards of forays into the East

Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation

Christine Ross, SG Private Banking Hambros
From Wealth Management / Profiles May 3, 2012

SG Hambros out to make life less taxing for offshore clients

Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth

Guy Monson, Sarasin & Partner
From Wealth Management / Profiles May 3, 2012

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Fares Mourad, Bank Sarasin
From Wealth Management / Business Models April 23, 2012

Time to show faith in Islamic finance

Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

Rajesh Malkani, Standard Chartered
From Wealth Management / Profiles April 23, 2012

Standard Chartered seeks northern exposure

Rajesh Malkani, head of Asian wealth management at Standard Chartered, discusses the opportunities opening up in China and how tighter regulations have strengthened Singapore

From Wealth Management / Private Banking March 29, 2012

Evaluating partnerships between independent wealth managers and private banks

Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Latest PWM video

With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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