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Eric Verleyen, Société Générale Private Banking
From Wealth Management / Profiles September 15, 2015

Société Générale helps entrepreneurs realise risks of exposure

The success of a new generation of entrepreneurs is bringing plenty of business to private banks, but it is vital to calm clients’ expectations and ensure they are not taking on too much risk, believes SocGen’s Eric Verleyen

Jonathan Willcocks, M&G Investments
From Wealth Management / Profiles August 26, 2015

M&G reports huge appetite for multi-asset solutions

Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground

Shaun Port, Nutmeg
From Wealth Management / Profiles August 3, 2015

Nutmeg’s online offering cracks UK wealth market

Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder 

Daniel Roy, La Banque Postale
From Wealth Management / Profiles July 8, 2015

La Banque Postale out to deliver broader fund menu

French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year

Markus Stadlmann, Lloyds
From Wealth Management / Profiles June 11, 2015

European and Japanese equities top Lloyds hitlist

It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia 

Nick Lyster, PGI
From Wealth Management / Profiles June 11, 2015

Principal Global Investors senses opportunity amid sub-advisory surge

The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Jim Jessee, MFS
From Wealth Management / Profiles May 12, 2015

Big-brand mindset has all of MFS playing same tune

MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Archil Gachechiladze, Bank of Georgia
From Wealth Management / Profiles April 1, 2015

Global investors with Georgia on their minds

Clients may worry about the proximity and influence of its Russian neighbour, but Bank Of Georgia’s Archil Gachechiladze insists the country is an attractive base for yield-hungry wealthy individuals

Steven Fradkin, Northern Trust
From Wealth Management / Profiles March 25, 2015

Northern Trust sees room for old firms in new world

Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks

Laurent Auchlin, Lombard Odier
From Wealth Management / Profiles March 17, 2015

Lombard Odier values freedom of life in the open

If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers

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