Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

images/article/3526.photo.2.jpg
From Wealth Management / Profiles November 28, 2011

Flexibility of ETFs helps keep Credit Suisse nimble

ETFs are increasingly prevalent in client portfolios, but as the range of these products expands, private bankers are spending more and more time evaluating them

Thomas de Saint-Seine, Reyl & Cie
From Wealth Management / Profiles November 28, 2011

Reyl treads pragmatic path towards growth

Swiss boutique Reyl & Cie favours a disciplined approach whether building client portolios or eyeing up expansion opportunities in domestic and overseas markets

From Wealth Management / Business Models October 31, 2011

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

From Wealth Management / Business Models October 31, 2011

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

Martin Gartner, SEB
From Wealth Management / Profiles October 31, 2011

SEB builds from firm foundations

Martin Gärtner, global head of SEB Private Banking, explains that while wealth management is nothing new for the Swedish outfit, is has been identified as an area to expand

Burkhard Varnholt, Bank Sarasin
From Wealth Management / Profiles October 31, 2011

‘Old-fashioned’ asset allocation suits Sarasin

Sarasin’s Burkhard Varnholt explains why he believes managers should be in no rush to move client money into risky assets in a search for higher returns

Global Private Banking Awards 2011
From Wealth Management / Private Banking October 28, 2011

Global Private Banking Awards 2011

The third annual Global Private Banking Awards rewards those institutions successfully adapting to regulatory pressure and market volatility

Thomas Meier, Julius Baer
From Wealth Management / Profiles October 17, 2011

Julius Baer happy in second home

Julius Baer’s Asia CEO Thomas Meier discusses the Swiss bank’s ambitious strategy of capturing the growing wealth in the region from the twin hubs of Singapore and Hong Kong

Mark Te Riele, BNP Paribas
From Wealth Management / Profiles October 17, 2011

BNP Paribas goes native to crack Asia

BNP Paribas’ Mark te Riele believes global players must adapt to local conditions if they are to succeed in penetrating the Asian marketplace

Salman Mahdi, Deutsche Bank
From Wealth Management / Profiles September 27, 2011

Deutsche proving a model of integration

Global head of key clients, Salman Mahdi, discusses the links between the investment and private banking divisions at Deutsche Bank and his plans for their ever-greater integration

Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.

Find out more

PWM Digital Edition (February/March 2021)

Join our community

           
 

Global Private Banking Awards 2021

Wealth Tech Awards 2021