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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

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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

Wealth Tech Awards 2021

Amin Rajan, CEO of the CREATE-Research consultancy, tells PWM's Yuri Bender about how the financial community is increasingly highlighting inequality in society, identifying companies with poor governance and guiding clients towards a low-cost entry point for environmental, social and governance-linked investments.

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