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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

Ashish Misra, Lloyds TSB
From Wealth Management / Profiles May 29, 2013

Lloyds TSB concentrates on bigger picture

Ashish Misra at Lloyds TSB is selectively bullish when it comes to the global economy and equity allocations, but is keeping a close eye on political situations in the Middle East and North Asia

Sofia Merlo, BNP Paribas Wealth Management
From Wealth Management / Profiles May 1, 2013

BNP Paribas Wealth Management mixes European flavours with French fare

BNP Paribas Wealth Management’s make-up has been forged by several mergers which gave clients stability while expanding the bank away from its French roots, stress co-heads Sofia Merlo and Vincent Lecomte

Julian Ide, Old Mutual
From Wealth Management / Profiles May 1, 2013

New culture at the heart of Old Mutual

With an ambitious target of doubling Old Mutual Global Investors’ funds, head of asset management Julian Ide claims to have “reconfigured” the sales and distribution side of the firm while preserving the investment team

Erwin Schoeters, KBC Bank
From Wealth Management / Profiles April 8, 2013

KBC welcomes wealth back to Belgian shores

KBC’s Erwin Schoeters predicts the wealthy Belgians he serves plan to move assets from offshore centres back to the country and is positioning the bank accordingly

Jean-Francois Mazaud, SocGen
From Wealth Management / Profiles February 26, 2013

Société Générale stronger as a sum of its parts

Jean-François Mazaud, CEO of Société Générale’s private banking division, believes building bridges with other parts of the group will help the unit raise its game

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

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