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Profiles

Nic Dreckmann, Julius Baer

Julius Baer takes top down approach to innovation

Nic Dreckmann, Julius Baer’s chief operating officer, believes strong leadership is vital to fostering a creative atmosphere within banks

Daniel Pinto, Stanhope Capital

Stanhope filters out the noise to take long-term approach

The multi-family office’s founding partner reflects on Brexit and explains how changing investment rules around private equity could unlock London’s tech potential

Peter Flavel, Coutts & Co

Singing the praises of entrepreneurs at Coutts

Coutts’ CEO Peter Flavel talks about winning over the next generation of innovative clients and giving back to society through impact investing

Olivier Paccalin, Société Générale

SocGen’s private banking unit seeks growth closer to home

Having pulled out of Asia and shut down its Russian operations, Société Générale’s wealth management arm is revamping its London business while seeking to work more closely with the wider group

Raphael Gallardo, Carmignac

Geopolitics front and centre of Carmignac’s thinking

The French asset manager’s chief economist, Raphael Gallardo, speaks to PWM about the impact of the war in Ukraine, the future of Europe and the tribalisation of US politics

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Massimo Doris, Mediolanum

Mediolanum’s multi-channel approach stands test of time

The Italian firm believes younger cohorts of clients will come to appreciate its advice-led business model

Catherine Keating, BNY Mellon

Bankers should be pillars of society believes BNY Mellon

BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase 

Schuyler Weiss, Alpian

Fintech on Friday: A Swiss private bank in the palm of your hand

Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Mariam Rassai, BNP Paribas Wealth Management

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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