Professional Wealth Managementt

Home / Wealth Management / Profiles

Profiles

James Bevan, CCLA
From Wealth Management / Profiles September 5, 2011

Time to make critical and obvious choices

PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Simon Miles, Merrill Lynch
From Wealth Management / Profiles September 5, 2011

Merrill Lynch determined to keep calm and carry on

Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Yves Bonzon, Pictet
From Wealth Management / Profiles June 29, 2011

Pictet goes on defensive over European debt crisis

Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

Pablo Garnica, JP Morgan
From Wealth Management / Profiles June 29, 2011

JP Morgan keeps faith with alternative mindset

JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential

Blake Shorthouse, Credit Suisse
From Wealth Management / Profiles June 1, 2011

Credit Suisse’s new breed target super rich

Heading up the Credit Suisse team focusing on the ultra rich, Blake Shorthouse believes the Swiss bank’s integrated approach is the key to cracking this profitable segment.

Gérard Piasko, Sal. Oppenheim
From Wealth Management / Profiles May 4, 2011

Riding the waves of a volatile environment

Gérard Piasko was until recently a board member and chief investment officer at Julius Baer. But he crossed Zurich’s Bahnhofstrasse soon after the financial crisis, to the Swiss arm of German private bank Sal. Oppenheim.

Paolo Molesini, Intesa Sanpaolo
From Wealth Management / Profiles May 4, 2011

Providing a home for entrepreneurial spirit

Intesa Sanpaolo’s approach to private banking focuses on meeting entrepreneurs’ personal and business needs and carefully segmenting private bankers and clients.

Dominic Blum, Deutsche Bank
From Wealth Management / Profiles April 5, 2011

Deutsche’s ‘third pillar’ restarts German offering

Dominic Blum, Deutsche Bank’s head of product design for retail and private clients, has steered his factory away from brokerage to portfolio management

Manuela D’Onofrio, UniCredit
From Wealth Management / Profiles April 5, 2011

UniCredit striving to bridge the cultural divide

With operations all across Europe, UniCredit must combine centrally-determined principles with a wide range of local preferences

Sri Chandrasekharan, HSBC
From Wealth Management / Profiles March 3, 2011

HSBC banking on the strength of its brand name

HSBC Global Asset Management’s distribution chief, Sri Chandrasekharan, believes imposing a single identity on the funds house has ended confusion among clients, writes Yuri Bender

Latest PWM video

Innovation, investment themes and getting the best out of family offices, private banks and the financial hubs they are based in, were among the key topics discussed at the FT Wealth Management Summit in London

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018