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Ronnie Armist and Andrew Rodger, Stonehage
From Wealth Management / Family Offices March 29, 2012

Stonehage aims to build structures that will last

Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

Roger Yates, Pioneer
From Wealth Management / Profiles March 29, 2012

Pioneer confident good times just around corner

Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

James Millard, Skandia
From Wealth Management / Profiles March 29, 2012

Proactive Skandia keen to avoid overcapacity issues

Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

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

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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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