Professional Wealth Management

Tea Break

Trust, tech and the $83 trillion transfer: PWM Tea Break

Trust, tech and the $83 trillion transfer: PWM Tea Break

Gareth Wilson, executive vice-president and global banking industry leader at Capgemini, joins PWM’s Ali Al-Enazi for a tea-fuelled conversation about the evolv...
People, platforms and partnerships: PWM Tea Break

People, platforms and partnerships: PWM Tea Break

William Proger, founder of London-based private investment office William & Partners talks to PWM about the leadership and cultural challenges facing major weal...
Brainboxes, brats and the next Big Bang: PWM Tea Break

Brainboxes, brats and the next Big Bang: PWM Tea Break

Erik Vrij, head of legal at First Abu Dhabi Bank, talks to PWM about how the financial fiction he writes in his spare time reflects the incredible world of tyco...

Continue Reading

July 9, 2025

Leadership, legacy and long-term investments: PWM Tea Break

Hedge fund legend George Robinson, who launched the Sloane Robinson investment firm in London with Hugh Sloane in 1993, talks to PWM over a refreshing cuppa abo...
July 2, 2025

Inflation, illiquidity and innovation: PWM Tea Break

Daniele Antonucci, chief investment officer at Quintet Private Bank, joins PWM’s Ali Al-Enazi over a classic English Breakfast tea to explore how rising inflati...
June 23, 2025

Trump, Tesla and trading systematically: PWM Tea Break

Matteo Dante Perruccio, global head of corporate strategy at 3iQ Digital Asset Management, joins PWM’s Yuri Bender and Ali Al-Enazi, over a strong espresso, to ...
June 18, 2025

Governance, growth and the great wealth transfer: PWM Tea Break

Fiona Mckay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth managers can better serve female inhe...
June 11, 2025

Hedge funds, human connections and open heart surgery: PWM Tea Break

Giuseppe Sette, president and co-founder of Reflexivity, a start-up offering an AI ‘toolbox’ for the investment industry, speaks to PWM about balancing human in...
June 4, 2025

High volatility, hyper-competition and human kindness: PWM Tea Break

Miguel Burguet, portfolio manager at Marlowe Capital, speaks to PWM about the challenges and benefits of deploying artificial intelligence to manage investment ...