Gérard Piasko was until recently a board member and chief investment officer at Julius Baer. But he crossed Zurich’s Bahnhofstrasse soon after the financial crisis, to the Swiss arm of German private bank Sal. Oppenheim.
Wealth Management
From
Wealth Management
/ Profiles
May 4, 2011
Providing a home for entrepreneurial spirit
Intesa Sanpaolo’s approach to private banking focuses on meeting entrepreneurs’ personal and business needs and carefully segmenting private bankers and clients.
From
Wealth Management
/ Business Models
April 5, 2011
Japan’s economy facing aftershocks
Two Tokyo-based financiers give their views on what the earthquake and tsunami that hit Japan will mean for the economic outlook
From
Wealth Management
/ Business Models
April 5, 2011
Playing at inward wealth segmentation
The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich
From
Wealth Management
/ Business Models
April 5, 2011
Finding the right balance
Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?
From
Wealth Management
/ Profiles
April 5, 2011
Deutsche’s ‘third pillar’ restarts German offering
Dominic Blum, Deutsche Bank’s head of product design for retail and private clients, has steered his factory away from brokerage to portfolio management
From
Wealth Management
/ Profiles
April 5, 2011
UniCredit striving to bridge the cultural divide
With operations all across Europe, UniCredit must combine centrally-determined principles with a wide range of local preferences
From
Wealth Management
/ Business Models
March 3, 2011
Major players cling to integrated model
Regulators may be targeting the ‘one-bank’ model, but the major players continue to tighten the links between units, writes Yuri Bender
From
Wealth Management
/ Business Models
March 3, 2011
Wealth management must adapt to the Web 2.0 era
Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall
From
Wealth Management
/ Business Models
March 3, 2011
Approaching the divide
With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports
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.
PWM Digital Edition (February/March 2021)
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