Professional Wealth Managementt
Didier Duret
From Asset Allocation / Thematic Investing October 14, 2021

Private View Blog: What is wrong with private banks' approach to thematic investing?

Client portfolios loaded with thematic investments tend to be highly correlated. It is time for a new approach, argues Didier Duret

Ylva Baeckstrom
From Wealth Management / Business Models September 23, 2021

Private View Blog: Time for the financial industry to jettison the jargon

Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

Michelle Scrimgeour, Legal & General Investment Management
From Asset Allocation / Portfolio Management September 14, 2021

Asset management’s pivotal role in transition to low carbon economy

The support of the asset management industry is essential if net zero emission goals are to be reached, but success requires involvement from all levels of society

                       
                         
                   
                         
Fixed income in focus         Bonds for 2020 and beyond            
A new era for diversified investments
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Pavel Tichý 75x96
From Financial Centres / Europe / Czech Republic October 26, 2021

Maintaining growth in a pandemic-hit world

In light of Covid-19, ČSOB Private Banking has urged its clients to stay invested for the long term while accelerating its sustainability and digitisation processes

Sallie Krawcheck, Ellevest
From FinTech September 5, 2021

Fintech on Friday: Tech for women, by women

Most clients of investment platforms are male, but a number of start-ups founded by women are looking to change that

Zsolt Kohalmi, Pictet Alternative Advisors
From Asset Allocation / Equity August 11, 2021

Real estate bulls buy into Covid recovery

As economies gradually open up, investors have shown faith in those parts of the real estate markets which should do well in the ‘new normal’  

Yves Bonzon, Julius Baer
From FinTech September 9, 2021

Private View Blog: Embracing crypto-assets is both an opportunity and sound risk management

Crypto-assets will remain volatile for a while, but investors should be making small allocations nevertheless, argues Yves Bonzon

Eva Lindholm, UBS
From Wealth Management / Business Models September 1, 2021

Private banks wise up to untapped opportunity of women in wealth

The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment

William Sels
From Comment August 24, 2021

Climate change: what are we waiting for?

The authorities are taking climate change seriously. So should investors, argues HSBC's Willem Sels

PWM 0821 cover
From Asset Allocation / Alternatives August 19, 2021

It is wise to be wary of the buyout ‘Barbarians’

Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open

James Chen
From Comment August 5, 2021

Private View Blog: Philanthropic capital the only way to achieve the SDGs

Private philanthropic capital has the power to truly change lives as it is able to take risks to solve complex social problems

Harry Burnham, Raymond James
From Wealth Management / Business Models July 15, 2021

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Cristina Alcaide, Pinebridge Investments
From Asset Allocation / Alternatives July 27, 2021

Private equity takes big steps towards embracing sustainability

Larger private equity firms have gone a long way towards incorporating ESG into their strategies, although the smaller players still lag behind

Azamat Sultanov, Fortu Wealth
From FinTech June 25, 2021

Fintech on Friday: A digital private bank for the millennial generation

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

Philip Watson, Citi Private Bank
From FinTech June 24, 2021

High touch and high tech go hand-in-hand at Citi

Citi Private Bank’s innovation supremo Philip Watson has long believed in the ability of technology and data to transform private banking, but also that human interaction will remain vital

From Fund Selection October 26, 2021

Fund selection - October 2021

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

From Fund Selection September 9, 2021

Fund selection - September 2021

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

Dublin as an asset management centre: Furio Pietribiasi, CEO of Mediolanum International Funds, discusses how Dublin's specialist recruitment drive has facilitated the city's transition from distribution nexus to a theatre for innovative investment.

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