Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth
Profiles
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
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
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
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
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
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
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
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
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
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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