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Paloma Piqueras, BBVA

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Gina Miller, SCM Direct

Gina Miller: Counting cost of the Brexit vote

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

Paul de Leusse, Indosuez

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Peter Flavel, Coutts teaser

Flavel puts investment at core of Coutts’ growth plan

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Jessica Donohue, State Street

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Santo Borsellino, Generali Investments

External assets central to Generali’s expansion drive

Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

David Lai, Eastspring

Teething problems inevitable as China opens up, says Eastspring

The Chinese authorities’ attempts to manage a deteriorating economy should improve with experience, says Eastspring’s fixed income director David Lai

Michel Longhini, UBP

Asian expansion spearheads UBP’s global ambitions

UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks

Daniel Pinto, Stanhope

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

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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