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Phillip Russell, Victoria

Victoria out to ensure private clients are not caught offside

A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell

Multi-family offices thriving in tough times

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Yves Bonzon, Pictet

Pictet senses opportunity knocks in a resurgent US

Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

Peter Rigg, HSBC Private Bank

HSBC hedges its bets by staying agile

Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

Kathryn Shih, UBS

UBS’ integrated model a permanent fixture

The integrated business model favoured by UBS is well suited to the needs of Asia’s rich entrepreneurs, argues wealth management chief Kathryn Shih

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Swiss scandals could signal end of an era

The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians

Gary Withers, First State

First State takes aim at European heartlands

First State’s Gary Withers explains how one of the group’s priorities is enticing existing clients into specialist products such as infrastructure and real estate funds

Helmut Bernkopf, UniCredit

UniCredit to refocus on what it does best

UniCredit’s new private banking chief, Helmut Bernkopf, is seen as a safe pair of hands to guide the bank back towards its core markets

Can you see beyond the steering wheel, sir?

Private banks could learn a thing or two from Mercedes Benz when it comes to targeting the next generation of clients

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Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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