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Massimo Tosato, Schroders
From Wealth Management / Business Models February 28, 2012

Industry must pull together to save open architecture

Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model

From Wealth Management / Business Models February 28, 2012

Growth of philanthropy offers wealth managers a supporting role

Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations

From Wealth Management / Family Offices February 28, 2012

Growing the family business

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Phillip Russell, Victoria
From Wealth Management / Family Offices February 28, 2012

Victoria out to ensure private clients are not caught offside

A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell

From Wealth Management / Family Offices February 28, 2012

Multi-family offices thriving in tough times

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Yves Bonzon, Pictet
From Wealth Management / Profiles February 28, 2012

Pictet senses opportunity knocks in a resurgent US

Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

Peter Rigg, HSBC Private Bank
From Wealth Management / Profiles February 28, 2012

HSBC hedges its bets by staying agile

Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

Kathryn Shih, UBS
From Wealth Management / Profiles February 2, 2012

UBS’ integrated model a permanent fixture

The integrated business model favoured by UBS is well suited to the needs of Asia’s rich entrepreneurs, argues wealth management chief Kathryn Shih

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From Wealth Management / Private Banking January 30, 2012

Swiss scandals could signal end of an era

The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians

Gary Withers, First State
From Wealth Management / Profiles January 30, 2012

First State takes aim at European heartlands

First State’s Gary Withers explains how one of the group’s priorities is enticing existing clients into specialist products such as infrastructure and real estate funds

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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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