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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.

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.

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