58: David Durlacher, CEO of Julius Baer International, discusses the evolution of the global wealth management industry

58: David Durlacher, CEO of Julius Baer International, discusses the evolution of the global wealth management industry

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The combination of trust, experience, neutrality and secrecy were the foundations of Switzerland’s reputation as a centre for private banking, and despite globalisation, regulation, and competition from all quarters, Swiss financial institutions have maintained their position of influence, with three Swiss firms in the top ten of global wealth managers.

To help explore this landscape, we welcome one of these top ten firms, and the CEO of its UK business, David Durlacher.

David discusses how wealthy clients have very different goals from earlier periods, their changing priorities, how Julius Baer manages the challenge of serving different international markets, and the contrasting styles of those clients.

He discusses the debate in families between selling versus retaining a family business, why a client might seek out Julius Baer as its chosen partner, and how they differentiate themselves within a crowded field.

He covers the lending component of their business, why they seek to be a “sparring partner” for their clients, and why the UK represents a compelling growth opportunity for their business.

Finally, in an unusual exchange, Davis discusses the role religion plays in framing his thinking about investing and the future.

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8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

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7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial su...

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6: David Yarrow of David Yarrow Photography

6: David Yarrow of David Yarrow Photography

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Dave Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces adornin...

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5: Mark Mobius. CEO Mobius Capital Partners

5: Mark Mobius. CEO Mobius Capital Partners

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Mark Mobius, who has been referred to as the Godfather of Emerging Markets, was named as one of the 50 Most Influential P...

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4: Anthony Dalwood, CEO, Gresham House Plc

4: Anthony Dalwood, CEO, Gresham House Plc

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where ...

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3: Sarah Gordon, CEO, Impact Investing Institute

3: Sarah Gordon, CEO, Impact Investing Institute

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our conversation begins with a glimpse of Sarah’s inspiring journey from finance, to journalism and now to the critical w...

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2: Nick Finegold, CEO, Curation Corporation

2: Nick Finegold, CEO, Curation Corporation

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1: Peter Harrison CEO, Schroders PLC.

1: Peter Harrison CEO, Schroders PLC.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him t...

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