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Philippe Vayssettes, Neuflize

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

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

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

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

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

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

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

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

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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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

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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