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Gérard Piasko, Sal. Oppenheim
From Wealth Management / Profiles May 4, 2011

Riding the waves of a volatile environment

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.

Paolo Molesini, Intesa Sanpaolo
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.

Japan aftershocks - Getty
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

images/files/images/2011/04_April/PWM-Apr-2011-cover.jpg
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?

Dominic Blum, Deutsche Bank
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

Manuela D’Onofrio, UniCredit
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

Jürg Zeltner, UBS Wealth Management
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

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