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David Fox, Northern Trust
From Wealth Management / Profiles April 16, 2020

Northern Trust positions itself as central hub for network of global families

Global families are keen to share information and even co-invest, and a good private bank has a vital role to play in making that happen, believes David W. Fox Jnr, president of the global family office group at Northern Trust

Francois Savary, Prime Partners
From Wealth Management / Profiles March 31, 2020

Crisis could call time on globalisation predicts Prime Partners

Francois Savary, chief investment officer of wealth advisers Prime Partners, expects greater regionalisation in supply chains as a result of the coronavirus pandemic, while predicting more state intervention in the corporate sector

Matthew Fleming, Stonehage Fleming
From Wealth Management / Profiles March 24, 2020

Stonehage Fleming sees Covid-19 as a catalyst for change

Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact

Sanjay Joshi, L&C
From Wealth Management / Profiles February 19, 2020

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Daniel Freedman, London & Capital
From Wealth Management / Profiles December 17, 2019

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

Benjamin Cavalli, Credit Suisse
From Wealth Management / Profiles November 1, 2019

Integrated model puts Credit Suisse on front foot in Asia

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

Gian Maria Mossa, Banca Generali
From Wealth Management / Profiles June 27, 2019

Banca Generali’s focus shifts to foreign fields

The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa

Rémi Frank, BNP Paribas
From Wealth Management / Profiles March 13, 2019

BNP Paribas senses growth opportunities among Middle Eastern and German elites

The ‘key client’ group at BNP Paribas Wealth Management has found rich pickings in Asia and is now shifting attention to other markets, says its boss Rémi Frank

Marina Lui, UBS
From Wealth Management / Profiles February 20, 2019

Hong Kong central to UBS plans for Greater Bay Area

Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

Michael Blake, UBP
From Wealth Management / Profiles December 17, 2018

UBP bets on Hong Kong hub to open up Asia

Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

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