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Jim Jessee, MFS

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

Archil Gachechiladze, Bank of Georgia

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

Steven Fradkin, Northern Trust

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

Laurent Auchlin, Lombard Odier

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

Matt Shafer, Natixis

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

Jamie MacLeod, Bordier & Cie

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

Eric Sturdza

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

James Goodchild, Westbury

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

Gina Miller, SCM Direct

SCM Private believes investors hungry for a spot of digital DIY

SCM Private’s Gina Miller is passionate about bringing more efficient investment solutions to a wider audience, while admitting the firm’s new digital offering has needed improvements

Peter Raskin, Berenberg

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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