Professional Wealth Managementt

Home / Wealth Management / Profiles

Profiles

Dario Prunotto, UniCredit

UniCredit vows holistic path will match client lifestyles

Clients are looking for “useful” private banking advice that deals with their needs rather than the product-pushing of old, believes Dario Prunotto, UniCredit’s head of private banking

Yves Bonzon, Pictet & Cie

Pictet seeks safety in developed markets

Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital

Antony John, ECU

ECU confident multi-asset structure ready for limelight

The diversified approach offered by multi-asset investments will find favour in a world adjusting to QE tapering, believes ECU’s Antony John

Alexey Aleksandrov, UkrSibbank

UkrSibbank in step with cautious Ukrainian clients

Ukraine’s UrkSibbank has slowly but surely been making headway in the country’s private banking industry, bringing Western-style products to a clientele who are slow to trust and prefer to play it safe

Frédéric Pérard, BNP Paribas

Uneven road ahead for Luxembourg’s global gateway

Luxembourg is expecting a surge in business as AIFMD takes hold, while emerging market institutions are increasingly active in the Duchy. But BNP Paribas’ Frédéric Pérard warns of clouds gathering on the horizon

Yves Perrier, Amundi

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

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

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

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

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

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community