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Jean-Francois Mazaud, SocGen
From Wealth Management / Profiles February 26, 2013

Société Générale stronger as a sum of its parts

Jean-François Mazaud, CEO of Société Générale’s private banking division, believes building bridges with other parts of the group will help the unit raise its game

Peter Harrison, RWC Partners
From Wealth Management / Private Banking January 31, 2013

Private banks pressed to use ESG lens

By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers

Catherine Tillotson
From Wealth Management / Private Banking January 31, 2013

Reputations take a pounding from regulators’ firing squads

The damage to banks reputations from scandals will make it harder for these institutions to secure private client business

Mark Smallwood, Deutsche Bank
From Wealth Management / Business Models January 31, 2013

Trusting the next Asian generation

Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures

Charlotte Thorne, CapGen
From Wealth Management / Profiles January 31, 2013

CapGen offers alternative to portfolios loaded with equity

Balanced portfolios are often full of assets that are too closely correlated to each other to be truly diversified, warns CapGen’s Charlotte Thorne

Laurent Ramsey, Pictet
From Wealth Management / Profiles January 31, 2013

Pictet pulls together to boost market share

Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains

Pierre Servant, Natixis
From Wealth Management / Profiles January 31, 2013

Natixis spreads out from Franco-American roots

Natixis Global Asset Management will invest in new product ranges or buy in expertise in its push to be a truly global player, according to chief executive Pierre Servant

images/article/3933.photo.2.jpg
From Wealth Management / Profiles January 31, 2013

Pictet pulls together to boost market share

Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains

images/article/3947.photo.2.jpg
From Wealth Management / Education January 31, 2013

Time for advisers to head back to school

Relationship managers must re-educate themselves to cope with new regulations and commercial considerations

Ray Soudah, MilleniumAssociates
From Wealth Management / Private Banking December 4, 2012

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

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.

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