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Jaccques D’Estais, BNP Paribas
From Wealth Management / Profiles September 5, 2011

BNP Paribas leaves behind Franco-French mentality

Jaccques D’Estais’ desire to move BNP Paribas away from a product pushing mindset has seen the French bank significantly increase its international imprint

James Bevan, CCLA
From Wealth Management / Profiles September 5, 2011

Time to make critical and obvious choices

PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Simon Miles, Merrill Lynch
From Wealth Management / Profiles September 5, 2011

Merrill Lynch determined to keep calm and carry on

Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Adam Horowitz, Merrill Lynch Wealth Management
From Wealth Management / Business Models June 29, 2011

Clients demanding more from adviser relationships

To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

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From Wealth Management / Business Models June 29, 2011

Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Alexandros Sarrigeorgiou, EFG Eurolife
From Wealth Management / Business Models June 29, 2011

Banks and insurers plan to rise from flames

Tougher regulation should lead to a consolidation of the financial services industry in Greece

From Wealth Management / Business Models June 29, 2011

Clients demand new channels of delivery

With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

Yves Bonzon, Pictet
From Wealth Management / Profiles June 29, 2011

Pictet goes on defensive over European debt crisis

Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

Pablo Garnica, JP Morgan
From Wealth Management / Profiles June 29, 2011

JP Morgan keeps faith with alternative mindset

JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential

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

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

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PWM Digital Edition (June/July)

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