Professional Wealth Managementt
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

Jackie Mau, HSBC
From Financial Centres / Asia January 18, 2021

Recruitment drive central to HSBC’s Asian expansion plans

HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering

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

                       
                         
                   
                         
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
                                     
Vincent Lecomte, BNP Paribas
From Wealth Management / Private Banking December 16, 2020

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

Cathrine de Coninck-Lopez, Invesco
From Asset Allocation / Equity December 17, 2020

Sustainability snowballs as asset management takes ESG to heart

Covid-19, impressive performance and impending regulations have all combined to make 2020 a transformative year for ESG investing

Adam Rein, Capshift
From Sustainability December 14, 2020

Wealthy families realigning portfolios to change world

Impact investing has emerged as a possible solution to many of the problems highlighted by the global pandemic

Joseph Poon, DBS
From Financial Centres / Asia December 14, 2020

Asian clients warm to broadening ESG criteria beyond investments

While high net worth Asians have traditionally used philanthropy to do good and invested solely for financial returns, things are changing

Profit and loss
From Wealth Management / Business Models December 21, 2020

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

PWM cover 1220
From Comment / Editor's Analysis December 10, 2020

Asset diversification unites rival post-pandemic visions

The world is changing, with a US presidential transition under way and encouraging results from vaccine trials showing a possible way out of the Covid crisis. But what will the new world order look like and how should private banks respond?

Michael O'Sullivan
From Comment November 12, 2020

Private View Blog: Time for the US to reflate, repair and redirect

Joe Biden’s administration will approach the economic and geopolitical challenges of the day in a very different manner to his predecessor

Tech spend
From FinTech November 20, 2020

Fintech on Friday: Making digital pay

Wealth management firms are spending more money then ever on technology but need a new approach to these investment decisions

Real estate model
From Asset Allocation / Alternatives October 26, 2020

Asian elites shun equities for real estate and their own endeavours

Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?

Kunjai Gala, Hermes
From Asset Allocation / Equity October 22, 2020

Emerging markets diverge as Covid leaves its mark

Coronavirus has sparked volatility across emerging markets, but clear winners can be found in terms of both regions and sectors

Keith Bloomfield, FWM Holdings
From Wealth Management / Family Offices December 9, 2020

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Jeroen van Oerle, Lombard Odier Investment Managers
From FinTech December 4, 2020

Fintech on Friday: Banks wary of ‘big tech’ count blessings of regulation

The stringent rules banks have to adhere to are stopping big tech players from becoming direct competitors, with closer co-operation more likely

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

From Fund Selection December 15, 2020

Fund selection - December 2020

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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PWM Digital Edition (December 2020 - January 2021)

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