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Jean-Francois Mazaud, SocGen
From Wealth Management / Private Banking August 22, 2017

Political transformation adding to French renaissance believes SocGen

Optimism is running high in both the political and financial systems in France, says Société Générale’s private banking supremo Jean-Francois Mazaud

PWM 0817 cover
From Wealth Management / Private Banking August 22, 2017

Could private bankers become the new ‘Masters of the Universe’?

Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

PWM 0817 cover
From Wealth Management / Business Models August 22, 2017

Getting to grips with new business models

The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers 

Guillaume Dufour, Dassault Systèmes
From Wealth Management / Business Models June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Rachel Harrington, Coutts
From Wealth Management / Business Models June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

PWM Cover 0617
From Wealth Management / Business Models June 20, 2017

Private banks’ tech transformation gathers pace

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

 Mario Bortoli, Euclidea
From Wealth Management May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Yves Mirabaud
From Wealth Management / Private Banking May 23, 2017

Better Swiss relations with EU tops Mirabaud wishlist

Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Lee Gardhouse, Hargreaves Lansdown
From Wealth Management / Business Models April 20, 2017

Size isn’t everything as fund performance beats brand

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Beverley Sharp, Mercer
From Wealth Management / Business Models April 19, 2017

Less is more for private banks picking product providers

The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction 

Latest PWM video

Any financial centre aiming to attract rich clients needs expertise, experience and a body of legislation relate to trusts and wealth structuring. Jersey has all of these advantages and remains one of the premier jurisdictions for setting up trusts and foundations

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