Jaccques D’Estais’ desire to move BNP Paribas away from a product pushing mindset has seen the French bank significantly increase its international imprint
Wealth Management

Time to make critical and obvious choices
PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Merrill Lynch determined to keep calm and carry on
Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Clients demanding more from adviser relationships
To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

Building a regional wealth franchise
Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Banks and insurers plan to rise from flames
Tougher regulation should lead to a consolidation of the financial services industry in Greece
Clients demand new channels of delivery
With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

Pictet goes on defensive over European debt crisis
Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

JP Morgan keeps faith with alternative mindset
JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential
Questions arise over St. James’s Place future
The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
