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From Wealth Management / Business Models December 2, 2010

Understanding transparency to rebuild client confidence

Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.

Hervé Guinamant, Natixis Global Associates
From Wealth Management / Profiles December 2, 2010

Alternatives and acquisitions high on Natixis agenda

Hervé Guinamant, CEO of Natixis Global Associates, explains how his firm strives to help clients select from a vast product offering. Elisa Trovato reports.

Daniel Freedman, London & Capital
From Wealth Management / Profiles December 2, 2010

New clientele provide good sport for London & Capital

Younger people, who often tend to be less financially literate and may have been poorly advised in the past, are proving to be a successful pool of clients for wealth manager London & Capital. Yuri Bender reports.

From Wealth Management / Business Models October 23, 2010

Tapping the potential of life insurance investments

Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.

Jane Fraser, Citi
From Wealth Management / Profiles October 23, 2010

Money in motion provides key target for Citi

Citi Private Bank’s open architecture approach will stand it in good stead following its restructure, believes CEO Jane Fraser. Yuri Bender reports.

Todd Ruppert, T Rowe Price
From Wealth Management / Profiles September 27, 2010

T Rowe Price happy to play the long game

T Rowe Price’s Todd Ruppert is a big believer in putting the end client first, a lesson he claims many in Europe have yet to learn. Yuri Bender reports.

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.

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