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Schuyler Weiss, Alpian
From Wealth Management / Profiles August 5, 2022

Fintech on Friday: A Swiss private bank in the palm of your hand

Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Mariam Rassai, BNP Paribas Wealth Management
From Wealth Management / Profiles June 24, 2022

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

Azamat Sultanov, Fortu Wealth
From Wealth Management / Profiles June 10, 2022

Fintech on Friday: Is now the time to dive into crypto markets?

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

Makar Paseniuk, ICU
From Wealth Management / Profiles April 20, 2022

ICU determined to keep Ukrainian economy on track

Ukraine’s investment industry is working hard to ensure the country’s economy does not collapse in the face of the Russian invasion, says ICU’s Makar Paseniuk

Pierre Ramadier, BNP Paribas Wealth Management
From Wealth Management / Profiles April 12, 2022

BNP Paribas Wealth Management bids for bigger slice of entrepreneurial pie

An integrated, 'one bank' approach is the best way to service high end clients, believes BNP Paribas' Pierre Ramadier

Jean Keller, Quaero Capital
From Wealth Management / Profiles March 3, 2022

Quaero believes small can be beautiful if firms deliver

Quaero CEO Jean Keller is seeking to build a boutique where original thinking is utilised to bring private capital and responsible investing together 

David Montgomery, M&G Wealth
From Wealth Management / Profiles February 24, 2022

M&G Wealth bets on brand to carve out a niche in UK market

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Eric Syz, Banque Syz
From Wealth Management / Profiles December 15, 2021

Size isn’t everything as Syz revels in boutique status

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market

Philipp Rickenbacher, Julius Baer
From Wealth Management / Profiles November 3, 2021

Julius Baer fleet of foot in era of monumental change

The digital revolution, Covid-19 and the changing nature of Swiss private banking are just some of the challenges facing Julius Baer’s CEO, Philipp Rickenbacher

Philip Watson, Citi Private Bank
From Wealth Management / Profiles June 24, 2021

High touch and high tech go hand-in-hand at Citi

Citi Private Bank’s innovation supremo Philip Watson has long believed in the ability of technology and data to transform private banking, but also that human interaction will remain vital

Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.

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