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Frédéric Rochat, Lombard Odier
From Wealth Management / Private Banking August 15, 2018

Lombard Odier more than happy to occupy middle ground

The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

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From Wealth Management / Business Models July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Belinda Aspinall, Northern Trust
From Wealth Management / Profiles July 10, 2018

Northern Trust sets sights on Europe and Middle East

Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall

From Wealth Management / Business Models June 18, 2018

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

Claudio de Sanctis, Credit Suisse
From Wealth Management / Private Banking June 6, 2018

Credit Suisse finds rich pickings among global entrepreneurs

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

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From Wealth Management / Private Banking June 6, 2018

Private banking centres face up to compliant future

While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

James Chen teaser
From Wealth Management / Family Offices May 9, 2018

Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

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From Wealth Management / Business Models April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

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From Wealth Management / Private Banking April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek flag
From Wealth Management / Private Banking April 11, 2018

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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