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From Wealth Management / Private Banking June 1, 2011

Questions arise over St. James’s Place future

The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place

From Wealth Management / Business Models June 1, 2011

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

Blake Shorthouse, Credit Suisse
From Wealth Management / Profiles June 1, 2011

Credit Suisse’s new breed target super rich

Heading up the Credit Suisse team focusing on the ultra rich, Blake Shorthouse believes the Swiss bank’s integrated approach is the key to cracking this profitable segment.

A new growth strategy for multi-family offices

The multi-family office space in the UK can expect to see a growing number of strategic partnership deals.

William Drake, Lord North Street
From Wealth Management / Family Offices May 4, 2011

Family offices face up to challenging future

The increasing cost of regulation is a key concern for family offices, which often struggle to achieve profitability.

Gérard Piasko, Sal. Oppenheim
From Wealth Management / Profiles May 4, 2011

Riding the waves of a volatile environment

Gérard Piasko was until recently a board member and chief investment officer at Julius Baer. But he crossed Zurich’s Bahnhofstrasse soon after the financial crisis, to the Swiss arm of German private bank Sal. Oppenheim.

Paolo Molesini, Intesa Sanpaolo
From Wealth Management / Profiles May 4, 2011

Providing a home for entrepreneurial spirit

Intesa Sanpaolo’s approach to private banking focuses on meeting entrepreneurs’ personal and business needs and carefully segmenting private bankers and clients.

Japan aftershocks - Getty
From Wealth Management / Business Models April 5, 2011

Japan’s economy facing aftershocks

Two Tokyo-based financiers give their views on what the earthquake and tsunami that hit Japan will mean for the economic outlook

From Wealth Management / Business Models April 5, 2011

Playing at inward wealth segmentation

The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich

images/files/images/2011/04_April/PWM-Apr-2011-cover.jpg
From Wealth Management / Business Models April 5, 2011

Finding the right balance

Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?

Latest PWM video

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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