Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Rayo Salahadin Withanage, The BMB Group
From Wealth Management / Profiles September 27, 2010

BMB’s acquisitions signal intent to expand horizons

BMB started life investing on behalf of the Brunei royal family, but as the Islamic investment industry expands, the group will continue to spread its wings. Yuri Bender talks to chairman Rayo Salahadin Withanage.

Clive Crowe, MFS
From Wealth Management / Profiles September 27, 2010

MFS targets high end of wholesale market

American management firm MFS’ lack of brand recognition in Europe means sales director Clive Crowe must find a way to distribute funds away from the traditional independent financial adviser route. Yuri Bender reports.

Amin Rajan, Create
From Wealth Management / Business Models September 2, 2010

Time for a change

Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies

Alain Grisay, F&C
From Wealth Management / Profiles September 2, 2010

F&C stepping out into brave new world

F&C had been on the lookout for a hedge fund manager for some time, and CEO Alain Grisay explains how buying Thames River Capital has opened up new sales channels for the group. Yuri Bender reports.

Laurent Ramsey, Pictet Funds
From Wealth Management / Profiles September 2, 2010

Pictet targets cash conversions for funds

Laurent Ramsey is looking to build on Pictet Funds’ post-crisis experience, bringing it into direct competition with the industry’s biggest names. Yuri Bender reports on the Swiss bank’s ambitious plans.

Andy Sowerby, Martin Currie
From Wealth Management / Profiles September 2, 2010

Big boutique back on the front foot

Having implemented efficiency savings during the downturn, fund manager Martin Currie is back in expansion mode, with the launch of new Ucits products focusing on large cap stocks. Yuri Bender reports.

From Wealth Management / Private Banking July 4, 2010

Bringing harmony to open architecture

Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.

Olivier de Givenchy, JP Morgan
From Wealth Management / Profiles July 4, 2010

JP Morgan out to grab both ends of market

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Paul Boughton, Neptune
From Wealth Management / Profiles July 4, 2010

Neptune’s ascent proves small can be beautiful

Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

Richard Wohanka, UBP
From Wealth Management / Profiles May 26, 2010

UBP intent on a return to fund of funds summit

Despite the problems at Union Bancaire Privée, Richard Wohanka still believes in the fund of funds model, although he recognises asset allocation processes need reforming. Yuri Bender reports.

Latest PWM video

    Digital transformation in private banking is aimed at both staff and clients, with firms taking a cautious route away from spreadsheet-style systems, to provide a new suite of apps and social networking tools to attract clients.

    Join our community

               
     

    Global Private Banking Awards 2017

    By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.