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
Profiles
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
New kid on the block Westbury out to provide tailored fit for private clients
Westbury Private Clients' CIO James Goodchild believes some of the best opportunities for those seeking value are to be found in big-name, undervalued, and easily accessible, stocks
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