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Kelly Coffey, JP Morgan
From Regions / Americas & Caribbean / USA September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Tracey Warson, Citi Private Bank
From Regions / Americas & Caribbean / USA September 2, 2016

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Jose Fuentes, Citi Private Bank
From Regions / Americas & Caribbean / Mexico August 30, 2016

Local Latin American banks seize chance as turmoil engulfs region

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely

Nick Melhuish, Amundi
From Regions / Americas & Caribbean / USA August 23, 2016

US equities hit record highs as fears over recession fade

Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Jeffrey Sacks, Citi
From Regions / Americas & Caribbean / USA July 5, 2016

Is now the time to invest in emerging markets?

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

Patrick Mange, BNP IP
From Regions / Americas & Caribbean / Brazil June 30, 2016

Emerging markets see light at end of the tunnel

The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

Mark Haefele, UBS Wealth Management
From Regions / Americas & Caribbean / USA June 16, 2016

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

PWM 0416 cover
From Regions / Americas & Caribbean / Panama April 21, 2016

Panama fallout leaves banks in deep water

The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope

From Regions / Americas & Caribbean / USA October 26, 2015

High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

From Regions / Americas & Caribbean / USA September 2, 2015

Swiss and US names dominate private banking brand rankings

UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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