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Rob Lay, UBS Global Asset Management

UBS hopes blockbuster funds bring star quality

UBS Global Asset Management plans to identify core areas in which it can build up flagship funds, according to its new regional head of distribution, Rob Lay

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Flexibility of ETFs helps keep Credit Suisse nimble

ETFs are increasingly prevalent in client portfolios, but as the range of these products expands, private bankers are spending more and more time evaluating them

Thomas de Saint-Seine, Reyl & Cie

Reyl treads pragmatic path towards growth

Swiss boutique Reyl & Cie favours a disciplined approach whether building client portolios or eyeing up expansion opportunities in domestic and overseas markets

Martin Gartner, SEB

SEB builds from firm foundations

Martin Gärtner, global head of SEB Private Banking, explains that while wealth management is nothing new for the Swedish outfit, is has been identified as an area to expand

Burkhard Varnholt, Bank Sarasin

‘Old-fashioned’ asset allocation suits Sarasin

Sarasin’s Burkhard Varnholt explains why he believes managers should be in no rush to move client money into risky assets in a search for higher returns

Thomas Meier, Julius Baer

Julius Baer happy in second home

Julius Baer’s Asia CEO Thomas Meier discusses the Swiss bank’s ambitious strategy of capturing the growing wealth in the region from the twin hubs of Singapore and Hong Kong

Mark Te Riele, BNP Paribas

BNP Paribas goes native to crack Asia

BNP Paribas’ Mark te Riele believes global players must adapt to local conditions if they are to succeed in penetrating the Asian marketplace

Salman Mahdi, Deutsche Bank

Deutsche proving a model of integration

Global head of key clients, Salman Mahdi, discusses the links between the investment and private banking divisions at Deutsche Bank and his plans for their ever-greater integration

Patrick Rivière, La Française

La Française prepares to harvest a foreign vintage

Patrick Rivière discusses how French funds group La Française aims to cater to new clients and outlines plans for cross-border expansion

Zeno Staub, Vontobel

US clientele central to Vontobel’s future

Vontobel’s Zeno Staub explains why the Swiss bank has decided to remain active in the US and why future acquisitions will be at home

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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