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Profiles

Christine Ross, SG Private Banking Hambros

SG Hambros out to make life less taxing for offshore clients

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

Guy Monson, Sarasin & Partner

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

Rajesh Malkani, Standard Chartered

Standard Chartered seeks northern exposure

Rajesh Malkani, head of Asian wealth management at Standard Chartered, discusses the opportunities opening up in China and how tighter regulations have strengthened Singapore

Roger Yates, Pioneer

Pioneer confident good times just around corner

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

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

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

Pictet senses opportunity knocks in a resurgent US

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

Peter Rigg, HSBC Private Bank

HSBC hedges its bets by staying agile

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

Kathryn Shih, UBS

UBS’ integrated model a permanent fixture

The integrated business model favoured by UBS is well suited to the needs of Asia’s rich entrepreneurs, argues wealth management chief Kathryn Shih

Gary Withers, First State

First State takes aim at European heartlands

First State’s Gary Withers explains how one of the group’s priorities is enticing existing clients into specialist products such as infrastructure and real estate funds

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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