All articles by PBI Editorial
PBI Editorial
Expert Comment: Impact Investing: from innovation to adoption
Most nascent industries go through the same stages of development: first, they go through a phase of uncoordinated innovation. A few products are made available, with exciting new features and – nearly always – obvious design flaws.
WealthInsight’s comment: The Scottish in-out referendum
Welcome to the first instalment of news and views from PBIs sister company WealthInsight. WealthInsight is the leading provider of business intelligence on HNWIs and the wealth sector. With an extensive database as the foundation for our research, we are able obtain an unsurpassed level of insight and authority on HNWIs and the wealth management industry
Londons elite keeping on top of change
The Private Banking Conference and Awards: London 2014 saw some of the most influential minds in the private banking world congregate at Gibson Hall in June. Illustrious speakers discussed a wide range of topics, including the state of private banking in London, strategic cost cutting through M&A, and enhancing efficiency for clients
Exclusive Case Study: How Standard Life Wealth and BITA Risk have grown together
Wealth managers are turning to specialist technology vendors to help them develop future-proof compliance strategies. With the spotlight firmly on suitability, firms are looking for more sophisticated ways to evidence that they do really “know their clients” and are giving them appropriate investment advice.
Exclusive Case Study: How Brooks Macdonald lightened the load for its investment committee
The wealth management agenda continues to be dominated by regulatory change, while institutions across the board are looking to simultaneously up efficiency and cut costs. Innovative compliance technology is a vital part of their quest to do more with less and stay on the right side of the regulator.
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Insight: Nowhere to run to, nowhere to hide?
Recent revelations are only a taste of what is to come as the world’s largest economies start to act on tax evasion, although the likely long term effect on banks and the private banking industry is far from clear.
Exclusive Case Study: James Hambro & Partners takes suitability to the next level
Wealth managers are turning to specialist technology vendors to help them develop future-proof compliance strategies. With the spotlight firmly on suitability, firms are looking for more sophisticated ways to evidence that they do really “know their clients” and are giving them appropriate investment advice on an ongoing basis.
JP Morgan Private Bank hires new executive director for HNW team
J.P. Morgan Private Bank has hired Renaud Billard as an executive director and Private Banker for its United Kingdom High Net Worth team. Based in London, Billard will advise and develop relationships with HNWIs with a focus on French clientele.
Berkeley Law appoints new solicitor
London based boutique law firm, Berkeley Law, has hired private client solicitor, George Merrylees, from New Quadrant Partners. Merrylees will be advising international clients with complex private wealth issues.
Exclusive comment: Chairman of Coutts, Lord Waldegrave, addresses corporate governance
“Whenever I hear the word ‘culture’ I release the safety-catch of my Browning,” Goering didn’t actually say, but might well have done. Why he, and other dictators before and since fear culture, is that they know it is something they cannot control. It is something that cannot be ordered.