Professional Wealth Managementt

Home / Wealth Management / Profiles

Profiles

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

Choy Vand der Hooft-Cheong, ABN Amro
From Wealth Management / Profiles April 27, 2021

ABN Amro boxes clever to win market share

ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships

Jackie Mau, HSBC
From Wealth Management / Profiles January 18, 2021

Recruitment drive central to HSBC’s Asian expansion plans

HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering

Vincent Lecomte, BNP Paribas
From Wealth Management / Profiles December 16, 2020

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (April/May 2022)

Wealth Tech Awards 2022

Join our community