Professional Wealth Managementt
PWM 0421 cover
From Comment / Editor's Analysis April 22, 2021

Bank bosses must step in to curtail ‘greed is good’ culture

The integrated ‘one bank’ model which links investment banking and wealth management has certainly helped cultivate an aggressive sales culture within the industry, but if things are to change it is up to those at the top to take charge

Carol Geremia, MFS Investment Management
From Wealth Management / Business Models April 21, 2021

True diversity and inclusion all about culture, not quotas

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Chioma Nwankwo, Fidelity Bank
From Wealth Management / Business Models April 21, 2021

Mentorship helps Asian and African women to power ahead

Encouraging rising talent is crucial to helping women break the glass ceiling

                       
                         
                   
                         
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
                                     
Matthias Schulthess
From Wealth Management / Family Offices April 12, 2021

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Michael Blake, Union Bancaire Privée
From Wealth Management / Family Offices April 8, 2021

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Customer survey
From Wealth Management / Business Models March 11, 2021

Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Magnifying glass with notes
From Wealth Management / Business Models April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Edouard Thijssen, Trusted Family
From FinTech April 2, 2021

Fintech on Friday: Moving the family office online

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

Frédéric Blanc-Brude, EDHECInfra
From Sustainable Views April 9, 2021

ESG disclosures of infrastructure assets fall short of EU rules

Current ESG reporting frameworks are not fit to answer the questions that need asking

Ron Dembo, riskthinking
From Sustainable Views April 9, 2021

Climate forecasting 'absolutely useless'

Forget past data and focus on climate scenarios, says riskthinking.AI's founder Ron Dembo

Wind and solar
From Sustainable Views April 9, 2021

Where are banks' environmental disclosures?

Many of the world's largest banks have yet to endorse climate-related financial disclosures, according to study.

Working from home feb
From Comment / Consultants' Corner March 9, 2021

Wealth managers miss unique window to attract younger clients

Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry

Katie Knox, Bank of America
From FinTech March 8, 2021

Winning new business amid social restrictions

As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book

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

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From Comment / Great Debate February 11, 2021

Should we fear post-pandemic inflation?

Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19

From Fund Selection April 16, 2021

Fund selection - April 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 March 10, 2021

Fund selection - March 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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