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Guy Monson, Sarasin & Partner
From Wealth Management / Profiles May 3, 2012

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Rajesh Malkani, Standard Chartered
From Wealth Management / Profiles April 23, 2012

Standard Chartered seeks northern exposure

Rajesh Malkani, head of Asian wealth management at Standard Chartered, discusses the opportunities opening up in China and how tighter regulations have strengthened Singapore

Roger Yates, Pioneer
From Wealth Management / Profiles March 29, 2012

Pioneer confident good times just around corner

Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

Ronnie Armist and Andrew Rodger, Stonehage
From Wealth Management / Profiles March 29, 2012

Stonehage aims to build structures that will last

Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

James Millard, Skandia
From Wealth Management / Profiles March 29, 2012

Proactive Skandia keen to avoid overcapacity issues

Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

Yves Bonzon, Pictet
From Wealth Management / Profiles February 28, 2012

Pictet senses opportunity knocks in a resurgent US

Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

Peter Rigg, HSBC Private Bank
From Wealth Management / Profiles February 28, 2012

HSBC hedges its bets by staying agile

Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

Kathryn Shih, UBS
From Wealth Management / Profiles February 2, 2012

UBS’ integrated model a permanent fixture

The integrated business model favoured by UBS is well suited to the needs of Asia’s rich entrepreneurs, argues wealth management chief Kathryn Shih

Gary Withers, First State
From Wealth Management / Profiles January 30, 2012

First State takes aim at European heartlands

First State’s Gary Withers explains how one of the group’s priorities is enticing existing clients into specialist products such as infrastructure and real estate funds

Helmut Bernkopf, UniCredit
From Wealth Management / Profiles January 30, 2012

UniCredit to refocus on what it does best

UniCredit’s new private banking chief, Helmut Bernkopf, is seen as a safe pair of hands to guide the bank back towards its core markets

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.

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