INTERVIEWS » Asset & Wealth Managers
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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SEB builds from firm foundations
31 October, 2011
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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
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‘Old-fashioned’ asset allocation suits Sarasin
31 October, 2011
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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.
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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
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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
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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
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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UBP intent on a return to fund of funds summit
26 May, 2010
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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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