Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth
Wealth Management

Building durable portfolios key to Sarasin’s approach
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Time to show faith in Islamic finance
Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

Standard Chartered seeks northern exposure
Rajesh Malkani, head of Asian wealth management at Standard Chartered, discusses the opportunities opening up in China and how tighter regulations have strengthened Singapore
Evaluating partnerships between independent wealth managers and private banks
Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital
Evaluating partnerships
Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Stonehage aims to build structures that will last
Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

Pioneer confident good times just around corner
Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

Proactive Skandia keen to avoid overcapacity issues
Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

Industry must pull together to save open architecture
Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
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