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.
Wealth Management
From
Wealth Management
/ Profiles
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.
From
Wealth Management
/ Education
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
From
Wealth Management
/ Business Models
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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Wealth Management
/ Profiles
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
From
Wealth Management
/ Profiles
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
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