Professional Wealth Managementt

Home / Wealth Management / Profiles

Profiles

Laurent Ramsey, Pictet Funds
From Wealth Management / Profiles September 2, 2010

Pictet targets cash conversions for funds

Laurent Ramsey is looking to build on Pictet Funds’ post-crisis experience, bringing it into direct competition with the industry’s biggest names. Yuri Bender reports on the Swiss bank’s ambitious plans.

Andy Sowerby, Martin Currie
From Wealth Management / Profiles September 2, 2010

Big boutique back on the front foot

Having implemented efficiency savings during the downturn, fund manager Martin Currie is back in expansion mode, with the launch of new Ucits products focusing on large cap stocks. Yuri Bender reports.

Olivier de Givenchy, JP Morgan
From Wealth Management / Profiles July 4, 2010

JP Morgan out to grab both ends of market

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Paul Boughton, Neptune
From Wealth Management / Profiles July 4, 2010

Neptune’s ascent proves small can be beautiful

Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

Richard Wohanka, UBP
From Wealth Management / Profiles May 26, 2010

UBP intent on a return to fund of funds summit

Despite the problems at Union Bancaire Privée, Richard Wohanka still believes in the fund of funds model, although he recognises asset allocation processes need reforming. Yuri Bender reports.

Jhon Mortensen, Nordea
From Wealth Management / Profiles May 26, 2010

Nordea to bring expat crowd in from the cold

Nordea’s private banking chief Jhon Mortensen tells Yuri Bender why catering for highly mobile customers who move from country to country is a recipe for growth, and how the bank is embracing the “onshore” model.

images/article/2675.photo.2.jpg
From Wealth Management / Profiles September 16, 2009

Educating advisers

Clients’ experiences during the financial crisis can form part of a crucial learning curve, writes Elisa Trovato, while the changing economic climate is also providing opportunities for the region’s smaller banks

images/article/2570.photo.2.jpg
From Wealth Management / Profiles May 1, 2009

Julius Baer puts faith in vitality of youth

Boris Collardi, the new CEO at Bank Julius Baer, breaks the mould for a senior Swiss private banker, writes Yuri Bender, and under his stewardship the bank plans to continue its cautious expansion process

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