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Philippe Brugere-Trelat, Franklin Templeton
From Regions / Europe

Money moves into European equities as region steps back from the brink

Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue

Patrick Rivière, La Française

La Française strives to make equities more palatable

Nervous investors are wary of making the jump from bonds to equities, says La Française’s Patrick Rivière, but regular dividend payouts and exposure to emerging markets can help settle nerves

Sean Bougourd, SG Hambros

Guernsey extols the benefits of island life

Although it boasts a thriving private equity industry, Guernsey must lessen its dependence on UK-sourced business and diversify into other areas if it is to prosper

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Hunting for evidence of the ‘Great Rotation’

Whether or not investors are shifting from bonds to equities is open to debate, but the signs are that wealthy clients are ready to rebalance their portfolios

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

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Structural shifts imply Swiss focus is overseas

Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions 

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From Regions / Europe

A peek under the bonnet of leading private banks

Private banks need to be able to adapt if they are to find success, especially in the growth markets of Asia

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Evolution key to ending Swiss spell in purgatory

Ongoing, and very public, scandals highlight the need for Swiss private banking to re-invent itself

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From Regions / Europe

Watch out Europe, the Americans are coming

With US equities flavour of the month, confident American managers are looking to gain a greater share of European assets

From Regions / Europe / Italy

Italian fund houses struggling to cope with foreign invasion

Italian fund houses are used to having free rein in their domestic market, but international firms are now a growing presence in the country. Yet both sides stand to benefit if they partner together

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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