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Profiles

Mark Steinberg, First Sentier Investors

First Sentier Investors takes its new name into new markets

The Australian asset management group, now under the ownership of Mitsubishi, is pushing its core specialities of global property and global listed infrastructure to an international audience

David Zahn, Franklin Templeton

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Harriet Steele, Hermes

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

Stuart Parker, PGIM Investments

PGIM keeps faith with its ‘village of boutiques’ model

PGIM Investments plans to expand its distribution network in Europe, says CEO Stuart Parker, believing investors value its multi-brand approach

Gerard O'Reilly, Dimensional Fund Advisors

Data-driven Dimensional takes aim at world of wealth

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

Rick Rieder, BlackRock

BlackRock bonds boss warns markets suffer from tunnel vision

BlackRock’s global fixed income CIO Rick Rieder talks Turkey, ESG, liquidity and big data

Jose Cosio, AllianceBernstein

Sub-advisory to help realise AllianceBernstein’s ambitions

Effective client engagement is key to AllianceBernstein’s Emea strategy, with the sub-advisory channel providing a particular area of interest

Rob Harris, Majedie

Majedie mindset thrives on breaking free from benchmarks

Smaller investment firms are liberated by being able to take an unconstrained approach to investing, explains Rob Harris of London-based boutique funds house Majedie

Campbell Fleming, Aberdeen

Aberdeen-Standard Life tie-up a ticket to giants’ playground

The merger between Aberdeen and Standard Life should  provide a more diversified service to clients, believes Campbell Fleming, the man chosen to run the sales side  

Tom Rampulla, Vanguard

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

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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