French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year
Profiles

European and Japanese equities top Lloyds hitlist
It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia

Principal Global Investors senses opportunity amid sub-advisory surge
The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Big-brand mindset has all of MFS playing same tune
MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Global investors with Georgia on their minds
Clients may worry about the proximity and influence of its Russian neighbour, but Bank Of Georgia’s Archil Gachechiladze insists the country is an attractive base for yield-hungry wealthy individuals

Northern Trust sees room for old firms in new world
Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks

Lombard Odier values freedom of life in the open
If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers

Durability of multi-affiliate model holds sway at Natixis
Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK

Bordier’s traditional approach prioritises personal touch
The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod

Sturdza confident staying slim serves an advantage
Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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