Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Olivier de Givenchy, JP Morgan
From Wealth Management / Profiles July 4, 2010

JP Morgan out to grab both ends of market

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Paul Boughton, Neptune
From Wealth Management / Profiles July 4, 2010

Neptune’s ascent proves small can be beautiful

Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

Richard Wohanka, UBP
From Wealth Management / Profiles May 26, 2010

UBP intent on a return to fund of funds summit

Despite the problems at Union Bancaire Privée, Richard Wohanka still believes in the fund of funds model, although he recognises asset allocation processes need reforming. Yuri Bender reports.

Jhon Mortensen, Nordea
From Wealth Management / Profiles May 26, 2010

Nordea to bring expat crowd in from the cold

Nordea’s private banking chief Jhon Mortensen tells Yuri Bender why catering for highly mobile customers who move from country to country is a recipe for growth, and how the bank is embracing the “onshore” model.

Oscar Di Montigny, Mediolanum
From Wealth Management / Education March 25, 2010

Mediolanum determined to pass on family values

In order to prevent rivals poaching staff, Mediolanum decided any new training programme had to be “legendary”. Oscar Di Montigny is the man in charge of the result, a corporate university, and he talks to Yuri Bender

images/article/2811.photo.2.jpg
From Wealth Management / Business Models February 25, 2010

Back office fraternity set for lead role

The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.

images/article/2675.photo.2.jpg
From Wealth Management / Profiles September 16, 2009

Educating advisers

Clients’ experiences during the financial crisis can form part of a crucial learning curve, writes Elisa Trovato, while the changing economic climate is also providing opportunities for the region’s smaller banks

images/article/2570.photo.2.jpg
From Wealth Management / Profiles May 1, 2009

Julius Baer puts faith in vitality of youth

Boris Collardi, the new CEO at Bank Julius Baer, breaks the mould for a senior Swiss private banker, writes Yuri Bender, and under his stewardship the bank plans to continue its cautious expansion process

Latest PWM video

Any financial centre aiming to attract rich clients needs expertise, experience and a body of legislation relate to trusts and wealth structuring. Jersey has all of these advantages and remains one of the premier jurisdictions for setting up trusts and foundations

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2019