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Yves Perrier, Amundi
From Wealth Management / Profiles March 3, 2014

Innovation adds sparkle to Perrier’s fund factory at Amundi

Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

Catherine Weir, Citi
From Wealth Management / Profiles November 29, 2013

Citi senses opportunity in rise of next generation

Citi’s Catherine Weir believes the vast wealth due to be passed from one generation to the next over the coming decade presents a huge opportunity for family offices and wealth managers

Eric Syz, Banque SYZ & CO SA
From Wealth Management / Profiles November 28, 2013

Pioneering Banque Syz welcomes winds of change

Eric Syz, who helped found Banque Syz along asset management lines rather than the more traditional secrecy-led model, welcomes the changes running through Swiss private banking and plays down rumours of a possible sale

Carolyn Leng, CIMB Private Banking
From Wealth Management / Profiles October 30, 2013

Asian focus keeps CIMB ahead of the competition

Malaysia’s CIMB Private Banking is facing increased competition from its domestic rivals, but is responding with moves into Islamic investments and increasingly cross-border operations, explains chief executive Carolyn Leng

Jürg Zeltner, UBS Wealth Management
From Wealth Management / Profiles October 30, 2013

Resurgent UBS puts wealth management first

Jürg Zeltner explains how UBS managed to bounce back from the dark days of the credit crisis and discusses the role of wealth management within the group

Mark Mobius, Templeton
From Wealth Management / Profiles September 25, 2013

Templeton’s Mark Mobius focuses on bigger picture

Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China

Paul Kearney, Kleinwort Benson
From Wealth Management / Profiles September 25, 2013

Kleinwort Benson out to boost efficiency in the family arena

Paul Kearney, responsible for ultra high net worth clients at Kleinwort Benson, discusses what makes a good relationship manager and why he believes the business models of many family offices simply do not work

Sandro Pierri, Pioneer
From Wealth Management / Profiles August 29, 2013

New look Pioneer pins hopes on fixed income

Pioneer Investments’ Sandro Pierri discusses his ambitious plans to expand the funds house by branching out further from its Italian heartlands and the challenges of making money from fixed income

Rupert Robinson, Signia
From Wealth Management / Profiles August 28, 2013

Signia Wealth adds a touch of spice to investing

Rupert Robinson plans to double assets under management in his new role as head of wealth management at Signia Wealth, and to give clients greater access to direct investments

Philippe Vayssettes, Neuflize
From Wealth Management / Profiles July 2, 2013

Neuflize no longer just about ancient history

Neuflize OBC chairman Philippe Vayssettes discusses the relationship the French establishment has with parent bank ABN Amro and how clients are being advised to take on more risk to preserve their wealth

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Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

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