Having implemented efficiency savings during the downturn, fund manager Martin Currie is back in expansion mode, with the launch of new Ucits products focusing on large cap stocks. Yuri Bender reports.
Wealth Management
Bringing harmony to open architecture
Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.

JP Morgan out to grab both ends of market
Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Neptune’s ascent proves small can be beautiful
Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

UBP intent on a return to fund of funds summit
Despite the problems at Union Bancaire Privée, Richard Wohanka still believes in the fund of funds model, although he recognises asset allocation processes need reforming. Yuri Bender reports.

Nordea to bring expat crowd in from the cold
Nordea’s private banking chief Jhon Mortensen tells Yuri Bender why catering for highly mobile customers who move from country to country is a recipe for growth, and how the bank is embracing the “onshore” model.

Mediolanum determined to pass on family values
In order to prevent rivals poaching staff, Mediolanum decided any new training programme had to be “legendary”. Oscar Di Montigny is the man in charge of the result, a corporate university, and he talks to Yuri Bender

Back office fraternity set for lead role
The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.

Educating advisers
Clients’ experiences during the financial crisis can form part of a crucial learning curve, writes Elisa Trovato, while the changing economic climate is also providing opportunities for the region’s smaller banks

Julius Baer puts faith in vitality of youth
Boris Collardi, the new CEO at Bank Julius Baer, breaks the mould for a senior Swiss private banker, writes Yuri Bender, and under his stewardship the bank plans to continue its cautious expansion process
Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
Global Private Banking Awards 2022
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Wealth Tech Awards 2022
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