All articles by Nicholas Moody
Nicholas Moody
Building on the banking basics
Jean-Francois Mazaud has been at the helm of French lender Societe Generale Private Banking for more than 18 months now and after a long period of strategizing about how to take the business forward he has a plan of attack. In an exclusive interview Nicholas Moody meets the man behind the bank.
Old School Skills
An era of investment-focused product pushing private bankers in the past decade displaced the broadly-skilled private bankers of yesteryear, but Pictet director Dina de Angelo thinks a shift back to old school skills is underway. Nicholas Moody hears De Angelo’s views on dealing with complex international families, the importance of women for and to banks and Pictet’s new corporate structure.
Wealth industry in huge state of flux: PwC
The global private banking and wealth management industry is in “a huge state of flux” which is set to continue for the next couple of years, PwC has warned in its biennial survey.
Turning promise into profit
Ultra high net worth individuals remain a highly prized segment to target for private banks, wealth managers and family offices. But there are many potential pitfalls, not least ensuring UHNW businesses remain profitable. Our expert panel discuss the services to UHNW and whether we are approaching an inflection point in PBIs five-page special
EXCLUSIVE: Mirabaud extends UK business with private client team
Swiss private bank Mirabaud is building out a UK private client offering off the back of its London-based asset management business.
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Barclays boosts wealth advisory business
Barclays is building out its wealth advisory business, increasing its employee solutions (C&ES) unit launched in the UK last year, and focusing its Asian offering around its Singapore business. South Asia is a major growth area and focus for Barclays Wealth and Investment Management (WIM) and Singapores strategic location is a natural home for our Asia business,” said Rob Withecombe, global head of wealth advisory at Barclays, in an interview with PBI.
Club deals key to Banque Havilland
A family-owned private bank is aiming to use co-investment club deal opportunities with ultra high net worth (UHNW) investors to build out its UK business. It hopes to receive its FSA licence by year-end and has established a UK representative office to target the UHNW segment.
UniCredit: Slicker segmentation drives strategy
UniCredit private banking head Helmut Bernkopf has strong ideas about how stricter segmentation can help power the Italian bank to greater market share Nicholas Moody finds out about UniCredits ultra high net worth initiative and why central and eastern Europe is where it wants to be
Investment banker to replace Truchi at SocGen
Daniel Truchi is to be replaced by investment banker Jean-Franois Mazaud as global head of Societe Generale Private Banking (SGPB) following months of speculation.
Nordea eyes Asian expansion
Nordeas international private banking arm is dwarfed by its Nordic wealth unit, but an increased Swiss client base, along with plans to launch in Singapore, are set to push Nordeas brand of sound and solid stewardship wider Nordic bank Nordea has been a beneficiary of the loss in trust in many European banks as new clients have bulked up its wealth management asset base steadily