Patrick Rivière discusses how French funds group La Française aims to cater to new clients and outlines plans for cross-border expansion
Profiles

La Française prepares to harvest a foreign vintage

US clientele central to Vontobel’s future
Vontobel’s Zeno Staub explains why the Swiss bank has decided to remain active in the US and why future acquisitions will be at home

BNP Paribas leaves behind Franco-French mentality
Jaccques D’Estais’ desire to move BNP Paribas away from a product pushing mindset has seen the French bank significantly increase its international imprint

Time to make critical and obvious choices
PWM’s Yuri Bender talks to James Bevan, head of investments at charity specialists CCLA and one of Europe’s best-known economic commentators, about the challenges for policy makers, asset allocation considerations and broader market-created problems in our society

Merrill Lynch determined to keep calm and carry on
Merrill Lynch’s Simon Miles explains why the human touch is more important than ever in times of extreme volatility such as now

Pictet goes on defensive over European debt crisis
Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

JP Morgan keeps faith with alternative mindset
JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential

Credit Suisse’s new breed target super rich
Heading up the Credit Suisse team focusing on the ultra rich, Blake Shorthouse believes the Swiss bank’s integrated approach is the key to cracking this profitable segment.

Riding the waves of a volatile environment
Gérard Piasko was until recently a board member and chief investment officer at Julius Baer. But he crossed Zurich’s Bahnhofstrasse soon after the financial crisis, to the Swiss arm of German private bank Sal. Oppenheim.

Providing a home for entrepreneurial spirit
Intesa Sanpaolo’s approach to private banking focuses on meeting entrepreneurs’ personal and business needs and carefully segmenting private bankers and clients.
Agnes Chen, head of Asia Pacific at CSC Global Financial Markets, talks to PWM about key trends in Asian wealth management and how wealthy families are adapting to a fast-changing environment.
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