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Richard Wohanka, UBP

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.

Jhon Mortensen, Nordea

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.

Oscar Di Montigny, Mediolanum

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

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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.

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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

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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

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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