Professional Wealth Managementt

Home / Wealth Management / Profiles

Profiles

Rob Lay, UBS GAM
From Wealth Management / Profiles August 30, 2012

UBS’ slimline menu caters to appetite for US equities

UBS GAM’s distribution chief, Rob Lay, believes there is plenty of money in Europe for asset managers to target if they play to their strengths

Luigi Pigorini, Citi
From Wealth Management / Profiles August 30, 2012

Citi senses opportunity amid European crowds

Citi’s Emea boss Luigi Pigorini discusses the private bank’s attempts to increase its presence among Europe’s wealthiest families and the importance of keeping regulators onside

Rick Lacaille, State Street Global Advisors
From Wealth Management / Profiles July 19, 2012

State Street encouraging clients to boost exposure to emerging markets

Rick Lacaille, global CIO at State Street Global Advisors, believes China’s political problems are leading to great valuations for investors, while he sees opportunities in Russia’s attempts to boost its non-energy economy

Jamie MacLeod, Berry Asset Management
From Wealth Management / Profiles June 29, 2012

Ambitious Berry determined to become pick of the bunch

Jamie MacLeod, CEO of Berry Asset Management, made his name in the world of funds, but is now looking to conquer the wealth management space by growing the footprint of his boutique business

Sarah Arkle, Threadneedle
From Wealth Management / Profiles June 29, 2012

Threadneedle searches for the right balance

Threadneedle Investment’s vice-chairman, Sarah Arkle, believes the current environment is throwing up plenty of opportunities for those active managers willing to take on moderate risk

Amin Rajan, Create
From Wealth Management / Profiles June 29, 2012

Justifying the price tag of renewed client focus

Restoring client trust has become a priority for wealth managers, yet its payoff may not be immediate

Didier Duret, ABN Amro
From Wealth Management / Profiles May 31, 2012

ABN Amro filled with a new resolve

Didier Duret, ABN Amro Private Banking’s CIO, typifies the confidence that is once again flowing through Dutch bank

Gina and Alan Miller, SCM Private
From Wealth Management / Profiles May 31, 2012

SCM Private invites clients to follow in its footsteps

Alan and Gina Miller, the founders of SCM Private, believe managing their own money alongside their clients’ helps them follow a longer-term strategy, such as avoiding overhyped emerging markets and embracing ETFs

Massimo Tosato, Schroders
From Wealth Management / Profiles May 3, 2012

Schroders reaps rewards of forays into the East

Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation

Christine Ross, SG Private Banking Hambros
From Wealth Management / Profiles May 3, 2012

SG Hambros out to make life less taxing for offshore clients

Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth

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