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Daniel Pinto, Stanhope
From Wealth Management / Profiles March 4, 2016

Private Dining: Stanhope service seats all clients at the same table

The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw

Jürg Zeltner, UBS
From Wealth Management / Profiles January 28, 2016

Asian expansion and technological innovation central to UBS’ plans for the future

Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs

Jeroen Rijpkema, ABN Amro
From Wealth Management / Profiles November 23, 2015

ABN Amro concentrates on quality over quantity

Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each

Jamie Black, Sarasin
From Wealth Management / Profiles November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

Jon Stein, Betterment
From Wealth Management / Profiles October 21, 2015

Digital revolution has only just begun believes Betterment

Betterment founder Jon Stein expects competion in the robo-adviser space to heat up as as platforms evolve and new players enter the fray

Alex Hoctor-Duncan, BlackRock
From Wealth Management / Profiles October 13, 2015

BlackRock’s boots on the ground build local presence

A recruitment drive in its growth markets is allowing BlackRock to build partnerships with more domestic firms, according to Emea boss Alex Hoctor-Duncan, while reporting rising demand for products offering income 

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

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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