Jürg Zeltner explains how UBS managed to bounce back from the dark days of the credit crisis and discusses the role of wealth management within the group
Profiles
Templeton’s Mark Mobius focuses on bigger picture
Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China
Kleinwort Benson out to boost efficiency in the family arena
Paul Kearney, responsible for ultra high net worth clients at Kleinwort Benson, discusses what makes a good relationship manager and why he believes the business models of many family offices simply do not work
New look Pioneer pins hopes on fixed income
Pioneer Investments’ Sandro Pierri discusses his ambitious plans to expand the funds house by branching out further from its Italian heartlands and the challenges of making money from fixed income
Signia Wealth adds a touch of spice to investing
Rupert Robinson plans to double assets under management in his new role as head of wealth management at Signia Wealth, and to give clients greater access to direct investments
Neuflize no longer just about ancient history
Neuflize OBC chairman Philippe Vayssettes discusses the relationship the French establishment has with parent bank ABN Amro and how clients are being advised to take on more risk to preserve their wealth
Lloyds TSB concentrates on bigger picture
Ashish Misra at Lloyds TSB is selectively bullish when it comes to the global economy and equity allocations, but is keeping a close eye on political situations in the Middle East and North Asia
BNP Paribas Wealth Management mixes European flavours with French fare
BNP Paribas Wealth Management’s make-up has been forged by several mergers which gave clients stability while expanding the bank away from its French roots, stress co-heads Sofia Merlo and Vincent Lecomte
New culture at the heart of Old Mutual
With an ambitious target of doubling Old Mutual Global Investors’ funds, head of asset management Julian Ide claims to have “reconfigured” the sales and distribution side of the firm while preserving the investment team
KBC welcomes wealth back to Belgian shores
KBC’s Erwin Schoeters predicts the wealthy Belgians he serves plan to move assets from offshore centres back to the country and is positioning the bank accordingly
Global Private Banking Awards 2023
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