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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

From Wealth Management / Business Models March 29, 2012

Evaluating partnerships

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

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

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Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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