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Zeno Staub, Vontobel
From Wealth Management / Profiles September 27, 2011

US clientele central to Vontobel’s future

Vontobel’s Zeno Staub explains why the Swiss bank has decided to remain active in the US and why future acquisitions will be at home

Harry Huerzeler, Swiss Finance Institute
From Wealth Management / Education September 27, 2011

Steps towards a gold-plated career in private banking

Today’s private bankers must devote time and resources to building enduring relationships with their clients while always keeping an eye on changing regulations

From Wealth Management / Business Models September 5, 2011

Firms on the lookout for ‘game changers’

Fund managers are operating in an extremely difficult market and are searching for senior staff with proven track records

Daniel Enskat, Strategic Insight
From Wealth Management / Business Models September 5, 2011

Standing out from the crowd

Fund managers must avoid short-term trends and stick to their investment philosophy if they are to deliver alpha

From Wealth Management / Business Models September 5, 2011

New concepts with a health warning

Innovative products can help clients to achieve their objectives and manage risk, but many are viewed with cynicism and have a long way to go to shake off the image of being little more than fee-generators

Jaccques D’Estais, BNP Paribas
From Wealth Management / Profiles September 5, 2011

BNP Paribas leaves behind Franco-French mentality

Jaccques D’Estais’ desire to move BNP Paribas away from a product pushing mindset has seen the French bank significantly increase its international imprint

James Bevan, CCLA
From Wealth Management / Profiles September 5, 2011

Time to make critical and obvious choices

PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Simon Miles, Merrill Lynch
From Wealth Management / Profiles September 5, 2011

Merrill Lynch determined to keep calm and carry on

Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Adam Horowitz, Merrill Lynch Wealth Management
From Wealth Management / Business Models June 29, 2011

Clients demanding more from adviser relationships

To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

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From Wealth Management / Business Models June 29, 2011

Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

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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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