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Laurent Auchlin, Lombard Odier

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

Matt Shafer, Natixis

Durability of multi-affiliate model holds sway at Natixis

Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK

Jamie MacLeod, Bordier & Cie

Bordier’s traditional approach prioritises personal touch

The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod

Eric Sturdza

Sturdza confident staying slim serves an advantage

Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty

James Goodchild, Westbury

New kid on the block Westbury out to provide tailored fit for private clients

Westbury Private Clients' CIO James Goodchild believes some of the best opportunities for those seeking value are to be found in big-name, undervalued, and easily accessible, stocks

Gina Miller, SCM Direct

SCM Private believes investors hungry for a spot of digital DIY

SCM Private’s Gina Miller is passionate about bringing more efficient investment solutions to a wider audience, while admitting the firm’s new digital offering has needed improvements

Peter Raskin, Berenberg

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

Sofia Merlo, BNP Paribas Wealth Management

BNP Paribas locks horns with European heavyweights

As both Europe and Asia emerge as key markets for BNP Paribas Wealth Management, co-heads Vincent Lecomte and Sofia Merlo discuss the French bank’s ambitious growth strategy

Jon Little, Northill Capital

Northill brings a little focus to asset management world

Northill Capital’s CEO Jon Little discusses the benefits, and drawbacks, of starting up an asset management operation from scratch, and why he believes so many firms take the wrong approach

David Ferguson, Nucleus Financial

Banks ignore technology at their peril warns Nucleus Financial

Clients crave the transparency and efficiency technology brings and those banks which are unwilling to adopt full online trading will suffer, believes David Ferguson of Nucleus Financial

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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