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Charlotte Thorne, CapGen
From Wealth Management / Profiles January 31, 2013

CapGen offers alternative to portfolios loaded with equity

Balanced portfolios are often full of assets that are too closely correlated to each other to be truly diversified, warns CapGen’s Charlotte Thorne

Laurent Ramsey, Pictet
From Wealth Management / Profiles January 31, 2013

Pictet pulls together to boost market share

Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains

Pierre Servant, Natixis
From Wealth Management / Profiles January 31, 2013

Natixis spreads out from Franco-American roots

Natixis Global Asset Management will invest in new product ranges or buy in expertise in its push to be a truly global player, according to chief executive Pierre Servant

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From Wealth Management / Profiles January 31, 2013

Pictet pulls together to boost market share

Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains

Blair Pickerel, Nikko AM
From Wealth Management / Profiles December 4, 2012

Nikko AM happy to have Asia at its core

Nikko’s Blair Pickerell is bullish over the outlook for the Asian economy, but warns that care should be taken before piling into fixed income

Michel Longhini, UBP
From Wealth Management / Profiles December 4, 2012

UBP moves onwards and upwards after Madoff fallout

The backlash against hedge funds hit Union Bancaire Privée hard, but Michel Longhini explains how new acquisitions and selection processes point to a bright future

Mike Moodie, RBC
From Wealth Management / Profiles October 26, 2012

London hub opens up new markets for RBC

RBC is ramping up its international wealth management operations run by Mike Moodie in London, and the Canadian is taking aim at both the UK and emerging markets

Pablo Garnica, JP Morgan
From Wealth Management / Profiles October 26, 2012

JP Morgan’s approach puts emphasis on teamwork

Pablo Garnica, CEO of JP Morgan Private Bank Emea, explains how specialised integrated teams can help match advisers’ skillsets to clients’ evolving needs

From Wealth Management / Profiles September 26, 2012

Wells Fargo crosses Atlantic to further growth

Wells Fargo’s Mike Niedermeyer is confident the US firm will succeed in its ambitious plans to grow its overseas presence, but how will its multi-boutique model go down in the European market?

Frédéric Rochat, Lombard Odier
From Wealth Management / Profiles September 26, 2012

Lombard Odier seeks right fit in recruitment drive

Dispatched to London to grow Lombard Odier’s overseas presence, Frédéric Rochat is keen to show the Swiss bank can be much more aggressive than its national stereotype would suggest

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