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Claudio de Sanctis, Credit Suisse
From Wealth Management / Profiles June 6, 2018

Credit Suisse finds rich pickings among global entrepreneurs

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

James Chen teaser
From Wealth Management / Profiles May 9, 2018

Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

Ahmed Husain, Lombard Odier
From Wealth Management / Profiles December 1, 2017

Lombard Odier looks to win share of the family office market

Understanding clients' issues and offering them solutions is key to making headway in the family office field, believes Ahmed Husain from Lombard Odier Investment Managers

Luigi Pigorini, Citi
From Wealth Management / Profiles October 27, 2017

Personal touch keeps Citi playing in ‘Premier League’

The top private banks are all competing for the attentions of just a few thousand wealthy families, reveals Citi CEO Luigi Pigorini, whose bank has found success by targeting the upper echelons of that group

Jean-Francois Mazaud, SocGen
From Wealth Management / Profiles 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

Yves Mirabaud
From Wealth Management / Profiles 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

Paloma Piqueras, BBVA
From Wealth Management / Profiles March 1, 2017

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Gina Miller, SCM Direct
From Wealth Management / Profiles December 15, 2016

Gina Miller: Counting cost of the Brexit vote

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

Paul de Leusse, Indosuez
From Wealth Management / Profiles December 9, 2016

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Peter Flavel, Coutts teaser
From Wealth Management / Profiles October 24, 2016

Flavel puts investment at core of Coutts’ growth plan

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Latest PWM video

Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

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