Professional Wealth Managementt
Nannette Hechler-Fayd’herbe, Credit Suisse
From PWM Research / Asset Allocation March 1, 2021

Rebalancing client allocations in view of the great rotation

CIOs are finding it hard to persuade clients to review their portfolios, overly exposed to growth stocks and cash, and increase exposure to beaten-down assets

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation March 1, 2021

Changing trade patterns may trigger portfolio shifts

Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation

Nick Peters, Fidelity
From Asset Allocation / Equity March 1, 2021

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

                       
                         
                   
                         
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
                                     
PWM 0221 cover
From Comment / Editor's Analysis February 25, 2021

Let’s all dance to digitalisation, democratisation and diversity

Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together

desert-2227962_1920
From Asset Allocation / Thematic Investing February 22, 2021

Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

skyscrapers-5838029_1920
From PWM Research / Asset Allocation February 22, 2021

Repositioning portfolios for a post-pandemic world

Asset allocators are reducing bond exposure in favour of equities and increasing exposure to Asian assets as they prepare for life after Covid-19

Eric Rondolat, Signify
From Sustainability February 26, 2021

Carbon neutrality? Here’s how to do it

Lighting group Signify has made its operations carbon-neutral. Chief executive Eric Rondolat explains how

Wendy Cai-Lee, Piermont Bank
From Sustainability February 26, 2021

How technology can help women and minority-led businesses

Piermont Bank founder Wendy Cai-Lee talks about the digital lender she set up to serve small US entrepreneurs

Monitor
From FinTech February 11, 2021

Private View Blog: If wealth firms get digitalisation right then it can benefit society at large

As wealth managers boost their digital offerings it must be with the aim of doing things better, not just faster

Qiaojia Li, Rosecut Technologies
From Financial Centres / Asia February 8, 2021

Asia’s rich spur wealth management expansion

Asia’s wealth management sector is booming as a new generation of investors comes forward

Elizabeth Corley, Impact Investing Institute
From Sustainability January 20, 2021

Sustainability revolution pushes asset managers to think about outcomes

Asset managers are increasingly looking to generate better outcomes through their allocations, says Elizabeth Corley, chair of the Impact Investing Institute

iPad and papers
From Comment / Consultants' Corner January 11, 2021

Why RIAs should take a closer look at their clients

Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets

PWM cover 1220
From Wealth Management / Business Models December 17, 2020

Ethical strategies blossom amid health crisis

Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform

Deforestation
From Sustainability February 1, 2021

BlackRock's deforestation policy still falling short

Research highlights gap between environmental guidelines and standards at world's largest asset manager

Lesly Goh
From Sustainability February 1, 2021

Indonesia's agritechs provide vision of a sustainable recovery

Companies are using technology to improve the agriculture supply chain through the promotion of sustainable practices, improved operational efficiency and waste reduction

From Fund Selection February 25, 2021

Fund selection - February 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 January 11, 2021

Fund selection - January 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

Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.

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