All articles by Meghna Mukerjee
Meghna Mukerjee
Direct approach and robust growth
Being a relatively new bank on the UK high street, and having launched its private banking unit only four years ago, Metro Bank is operating in a crowded wealth management market. However, Paul Riseborough, MD – customer propositions and private banking at Metro Bank, tells Meghna Mukerjee theres always space and demand for straightforward and transparent private banking services
Modest growth and robust outlook: WWR 2015
The year 2014 has been a modest one for growth in the amount and population of high net worth individuals globally. The latest World Wealth Report 2015, by Capgemini and Royal Bank of Canada, provides details around geographical performances, behavioural shifts as well as investment inclinations and trends. Meghna Mukerjee navigate the findings
EXCLUSIVE INTERVIEW: Finding strengths and synergies
For the head of Societe Generale Private Banking, Jean-Francois Mazaud, positioning the private bank at the heart of Societe Generale Group has been the key to growth. This strategy has led to SGPB finding successful synergies within the group, enabling it to retain its traditional, customer-centric niche alongside embracing a digital transformation. Meghna Mukerjee finds out more in an exclusive interview
Allocating for success: Lloyds Bank
Having always had a strong foothold in the advice and products segments, Lloyds Bank Private Banking is catching up quickly on the investments side as well. With 25 years of industry experience, Markus Stadlmann, CIO of the wealth and mass affluent division, is steering Lloyds Bank towards success. Meghna Mukerjee reports
The importance of building trust
Caroline Garnham (pictured), founder and CEO of Family Bhive, an exclusive online community for wealthy clients and advisers, talks to Meghna Mukerjee about the unique ways of servicing the valuable UHNW community, and how a significant relationship with wealthy clients is entirely dependent on building trust
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The spirit and strategy of giving
As a new generation of philanthropists rises, the dynamics of giving are becoming significant factors affecting wealthy clients’ relationships with private banks. Rebecca Eastmond, EMEA head of philanthropic services, JP Morgan Private Bank, talks to Meghna Mukerjee about channelling philanthropic activity effectively
Zurich briefing: The meeting of minds
The executive briefing in Zurich to reveal findings from the white paper The evolving private banking markets in Switzerland and Singapore: comparable or contrasting? threw up thought-provoking insights, and was followed by a riveting panel discussion with key industry experts. Meghna Mukerjee provides an overview of the day
Editor’s comment: Its a wrap
The curtains have almost come down on 2014, and it has been an exciting year to say the least. I feel fortunate to have taken the Editor’s seat at PBI in this particular year. The last 12 months have been quite a roller coaster ride for private banks and wealth managers across the globe, and it has been equally exciting for me to have come into my new role and gauge the various (old and new) dynamics of the industry.
Editor’s comment: Somethings gotta give…
Ahead of the UKs first #GivingTuesday on 2 December, lets talk about Bob Geldof and Adele. Only fair since the philanthropic giving Geldof has been stressing on through Band Aid Trusts latest Christmas song and Adele giving the project a miss have lately garnered almost as much news coverage as Ebola itself (the trust is raising money this time for the disease).
Exclusive interview: New role, proven skills
The new global head of Citi Private Bank, Peter Charrington, is only too familiar with the bank’s DNA having worked within different departments of Citigroup since 1994. In his new role, Charrington is chiselling two decades of experience into a razor sharp business model to best service UHNWIs and maximise growth potential, writes Meghna Mukerjee