All articles by John Schaffer
John Schaffer
Objectway: Facilitating the hybrid model
Objectway, an Italian headquartered technology vendor who provides software and services to the EMEA investment management industry, demonstrated its Conectus platform as a way to implement a hybrid model of investing a mixture of engagement with both technology and advisors.
UBS predict continued volatility
UBS predict another year of market volatility in 2016. However, the Bank still forecasts modest gains in global growth and continues in its overweight position towards equities.
Prime Partners hires CIO from Reyl & Cie
Prime Partners S.A., a Swiss headquartered independent wealth manager, has appointed François Savary as Chief Investment Officer from Reyl & Cie.
BTG Pactual CEO resigns following arrest
BTG Pactuals billionaire CEO and chairman, Andre Esteves, has resigned from the Brazilian bank following his arrest on Wednesday, in relation to the Petrobras corruption scandal.
Brazil: An uncomfortable landscape
Under extremely challenging and unpredictable economic conditions, it appears that HNWIs and the private banking industry in Brazil have been kept relatively secure by a high interest rate environment. However, wealth creation is almost non existent in the country and could pose challenges for the industry in the future if not rectified. John Schaffer explores….
Coutts: old-school skills with a digital makeover
UK-headquartered Coutts has experienced a significant rise in popularity of its digital service offerings. Joe Norburn, managing director of digital and client solutions at the private bank, talks to John Schaffer about how the bank is prioritising its digital channels while also focusing on maintaining its traditional and personalised approach
Julius Baer opens Japan desk
Julius Baer has opened a new Japan desk in Singapore and will re-brand its TFM service in Japan as Julius Baer Wealth Management. The announcement will also result in a number of new senior appointments.
RBC Wealth Management outlines four key investor concerns
Following the summers market volatility, RBC Wealth Management addressed some of high net worth investors macroeconomic concerns and provided insight into RBCs current portfolio positioning, amidst a challenging market.
Gen Y entrepreneurs are starting earlier than their parents
A new report reveals that millennial entrepreneurs are starting in business earlier, at an average of 27.7 years in comparison to baby boomers at 35.3 years.
Risky business How vulnerable are private banking clients to cyber attacks?
Cyber security is a topic on all businesses lips as technology becomes increasingly widespread and sophisticated. However, being a lucrative target-segment, concerns among HNWIs are growing as a successful attack on their bank accounts could yield a bigger prize. John Schaffer speaks with industry experts to assess how vulnerable private banks and the wealthy really are to cyber threats