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From Wealth Management / Business Models December 17, 2020

Ethical strategies blossom amid health crisis

Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform

Vincent Lecomte, BNP Paribas
From Wealth Management / Private Banking December 16, 2020

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

Keith Bloomfield, FWM Holdings
From Wealth Management / Family Offices December 9, 2020

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Didier Duret
From Wealth Management / Family Offices November 26, 2020

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Ian Woodhouse, Orbium Consulting Practice
From Wealth Management / Private Banking November 24, 2020

Majority of private banking bosses reluctant to embrace change

The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times

Victor Allende, CaixaBank
From Wealth Management / Profiles November 10, 2020

All change as CaixaBank adapts to the new normal

Coronavirus, digitalisation and ESG are just some of the issues private banks are having to face up to, says CaixaBank’s private banking boss, Victor Allende

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From Wealth Management / Private Banking November 5, 2020

Global Private Banking Awards 2020 - Analysis: Leading players rise to Covid challenge

PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus

Didier von Daeniken, Standard Chartered
From Wealth Management / Business Models October 1, 2020

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

Jacobo Schatz, Northern Trust
From Wealth Management September 29, 2020

Wealthy Latin Americans broaden investment horizons

The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility of local currencies

Apiramy Jeyarajah, Aviva Investors
From Wealth Management / Business Models September 17, 2020

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse

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