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INTERVIEWS » Asset & Wealth Managers

Blair Pickerel

Nikko AM happy to have Asia at its core
04 December, 2012

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 moves onwards and upwards after Madoff fallout
04 December, 2012

PRIVATE ACCOUNT

Mike Moodie, RBC

London hub opens up new markets for RBC
26 October, 2012

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

JP Morgan’s approach puts emphasis on teamwork
26 October, 2012

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

Frédéric Rochat, Lombard Odier

Lombard Odier seeks right fit in recruitment drive
26 September, 2012

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

Luigi Pigorini, Citi

Citi senses opportunity amid European crowds
30 August, 2012

Citi’s Emea boss Luigi Pigorini discusses the private bank’s attempts to increase its presence among Europe’s wealthiest families and the importance of keeping regulators onside

Sarah Arkle, Threadneedle

Threadneedle searches for the right balance
29 June, 2012

Threadneedle Investment’s vice-chairman, Sarah Arkle, believes the current environment is throwing up plenty of opportunities for those active managers willing to take on moderate risk

Jamie MacLeod, Berry Asset Management

Ambitious Berry determined to become pick of the bunch
29 June, 2012

Jamie MacLeod, CEO of Berry Asset Management, made his name in the world of funds, but is now looking to conquer the wealth management space by growing the footprint of his boutique business

Didier Duret, ABN Amro

ABN Amro filled with a new resolve
31 May, 2012

Didier Duret, ABN Amro Private Banking’s CIO, typifies the confidence that is once again flowing through Dutch bank

Gina and Alan Miller, SCM Private

SCM Private invites clients to follow in its footsteps
31 May, 2012

Alan and Gina Miller, the founders of SCM Private, believe managing their own money alongside their clients’ helps them follow a longer-term strategy, such as avoiding overhyped emerging markets and embracing ETFs

Massimo Tosato, Schroders

Schroders reaps rewards of forays into the East
03 May, 2012

Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation

Christine Ross, SG Private Banking Hambros

SG Hambros out to make life less taxing for offshore clients
03 May, 2012

Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth

Roger Yates, Pioneer

Pioneer confident good times just around corner
29 March, 2012

Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

Ronnie Armist and Andrew Rodger, Stonehage

Stonehage aims to build structures that will last
29 March, 2012

Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

James Millard, Skandia

Proactive Skandia keen to avoid overcapacity issues
29 March, 2012

Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

Yves Bonzon

Pictet senses opportunity knocks in a resurgent US
28 February, 2012

Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

HSBC hedges its bets by staying agile
28 February, 2012

Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

Helmut Bernkopf, UniCredit

UniCredit to refocus on what it does best
30 January, 2012

UniCredit’s new private banking chief, Helmut Bernkopf, is seen as a safe pair of hands to guide the bank back towards its core markets

Rob Lay, UBS Global Asset Management

UBS hopes blockbuster funds bring star quality
28 November, 2011

UBS Global Asset Management plans to identify core areas in which it can build up flagship funds, according to its new regional head of distribution, Rob Lay

SEB builds from firm foundations
31 October, 2011
Martin Gärtner

Martin Gärtner, global head of SEB Private Banking, explains that while wealth management is nothing new for the Swedish outfit, is has been identified as an area to expand

‘Old-fashioned’ asset allocation suits Sarasin
31 October, 2011
Burkhard Varnholt

Sarasin’s Burkhard Varnholt explains why he believes managers should be in no rush to move client money into risky assets in a search for higher returns

Salman Mahdi, Deutsche Bank

Deutsche proving a model of integration
27 September, 2011

Global head of key clients, Salman Mahdi, discusses the links between the investment and private banking divisions at Deutsche Bank and his plans for their ever-greater integration

US clientele central to Vontobel’s future
27 September, 2011

Vontobel’s Zeno Staub explains why the Swiss bank has decided to remain active in the US and why future acquisitions will be at home

Jaccques D’Estais

BNP Paribas leaves behind Franco-French mentality
05 September, 2011

Jaccques D’Estais’ desire to move BNP Paribas away from a product pushing mindset has seen the French bank significantly increase its international imprint

When Jacques D’Estais was transferred from corporate and investment banking to head of asset gathering activities at French bank BNP Paribas two years ago, he quickly established his priorities to his 30,000 employees working across more than 60 countries.</p

James Bevan, CCLA

James Bevan, CCLA

Time to make critical and obvious choices
05 September, 2011

PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Simon Miles

Merrill Lynch determined to keep calm and carry on
05 September, 2011

Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Yves Bonzon

Pictet goes on defensive over European debt crisis
29 June, 2011

Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

Pablo Garnica

JP Morgan keeps faith with alternative mindset
29 June, 2011

JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential

Credit Suisse’s new breed target super rich
01 June, 2011

Heading up the Credit Suisse team focusing on the ultra rich, Blake Shorthouse believes the Swiss bank’s integrated approach is the key to cracking this profitable segment.

Gérard Piasko, Sal. Oppenheim

Riding the waves of a volatile environment
04 May, 2011

Gérard Piasko was until recently a board member and chief investment officer at Julius Baer. But he crossed Zurich’s Bahnhofstrasse soon after the financial crisis, to the Swiss arm of German private bank Sal. Oppenheim.

Paolo Molesini

Providing a home for entrepreneurial spirit
04 May, 2011

Intesa Sanpaolo’s approach to private banking focuses on meeting entrepreneurs’ personal and business needs and carefully segmenting private bankers and clients.

Dominic Blum, Deutsche Bank

Deutsche’s ‘third pillar’ restarts German offering
05 April, 2011

Dominic Blum, Deutsche Bank’s head of product design for retail and private clients, has steered his factory away from brokerage to portfolio management

Manuela D’Onofrio

UniCredit striving to bridge the cultural divide
05 April, 2011

With operations all across Europe, UniCredit must combine centrally-determined principles with a wide range of local preferences

Roderick Munsters, Robeco

Efficiency drive heralds a new era for Robeco
03 February, 2011

Roderick Munsters is overseeing a radical shake-up at Robeco, shutting down operations with low profit margins in a cost-cutting exercise and moving into new areas with greater potential for growth. Elisa Trovato reports

Louay Al-Doory

Expansion plans mark new chapter for Reyl
03 February, 2011

Louay Al-Doory has ambitious plans for Reyl & Cie, looking to double assets within three years and is planning on a number of acquisitions, but he insists it will not be a case of too much, too soon. Yuri Bender reports

Hervé Guinamant, Natixis Global Associates

Alternatives and acquisitions high on Natixis agenda
02 December, 2010

Hervé Guinamant, CEO of Natixis Global Associates, explains how his firm strives to help clients select from a vast product offering. Elisa Trovato reports.

Daniel Freedman, London & Capital

New clientele provide good sport for London & Capital
02 December, 2010

Younger people, who often tend to be less financially literate and may have been poorly advised in the past, are proving to be a successful pool of clients for wealth manager London & Capital. Yuri Bender reports.

Jane Fraser, Citi

Money in motion provides key target for Citi
23 October, 2010

Citi Private Bank’s open architecture approach will stand it in good stead following its restructure, believes CEO Jane Fraser. Yuri Bender reports.

Todd Ruppert, T Rowe Price

T Rowe Price happy to play the long game
27 September, 2010

T Rowe Price’s Todd Ruppert is a big believer in putting the end client first, a lesson he claims many in Europe have yet to learn. Yuri Bender reports.

Rayo Salahadin Withanage, The BMB Group

BMB’s acquisitions signal intent to expand horizons
27 September, 2010

BMB started life investing on behalf of the Brunei royal family, but as the Islamic investment industry expands, the group will continue to spread its wings. Yuri Bender talks to chairman Rayo Salahadin Withanage.

F&C; stepping out into brave new world
02 September, 2010

F&C had been on the lookout for a hedge fund manager for some time, and CEO Alain Grisay explains how buying Thames River Capital has opened up new sales channels for the group. Yuri Bender reports.

Laurent Ramsey, Pictet Funds

Pictet targets cash conversions for funds
02 September, 2010

Laurent Ramsey is looking to build on Pictet Funds’ post-crisis experience, bringing it into direct competition with the industry’s biggest names. Yuri Bender reports on the Swiss bank’s ambitious plans.

Andy Sowerby, Martin Currie

Big boutique back on the front foot
02 September, 2010

Having implemented efficiency savings during the downturn, fund manager Martin Currie is back in expansion mode, with the launch of new Ucits products focusing on large cap stocks. Yuri Bender reports.

Olivier de Givenchy, JP Morgan

JP Morgan out to grab both ends of market
04 July, 2010

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Paul Boughton, Neptune

Neptune’s ascent proves small can be beautiful
04 July, 2010

Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

UBP intent on a return to fund of funds summit
26 May, 2010
Richard Wohanka, UBP

Despite the problems at Union Bancaire Privée, Richard Wohanka still believes in the fund of funds model, although he recognises asset allocation processes need reforming. Yuri Bender reports.

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