September 2008

CUSTODY 2008: Julius Baer View from the Top

steimer.jpgGeri Steimer head of business
Julius Baer Custodian Services Since we are a leading wealth manager, we
strongly develop our five-star custodian services for family offices. In
addition to our private banking services we provide enhanced custody solutions
for private persons “with institutional requirements”, eg, consolidated
reporting (customised summaries) and the cooperation with external asset
managers and consultants.
Due to the growing investment horizon of
our clients and the increasing number of investment products, our network
management implemented several new countries into our sub-custodian network. We
maintain a worldwide network of connections with carefully selected,
first-class sub-custodians. In an ongoing process we address the most careful
attention to their quality, security and efficiency, as well as their
country-specific know-how.
As the custodian and the administrator of
customised private label funds we are anxious to extend our activities
regarding the timely pricing of hedge funds with a proactive approach.

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.