Professional Wealth Managementt
Rupert Kimber, Quaero Capital

The rewards and challenges of investing in Japan in the current climate

Many investors are unfamiliar with a country in which a stealth equity rally is taking place

Jan Blakeley Holman, Thornburg Investment Management

Reasons not to be cheerful about alternatives

As we enter 2023 and beyond, what will you remember about 2022 and the investment decisions you made in the wake of very challenging markets?

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From Awards

Global Private Banking Awards 2022: Winners and highly commended

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards

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Nigel Green, de Vere Group
From FinTech

Lessons learned from the FTX fiasco

The collapse of cryptocurrency exchange FTX has shaken confidence in the sector, but should result in greater regulatory scrutiny and therefore increased protection for investors

Amin Rajan, Create
From Comment

A colossal failure of leadership - how Liz Truss went from hero to zero

A series of serious errors saw the bond markets take a battering and eventually led to the prime minster losing her job, writes Amin Rajan of Create-Research

Richard Flynn, Charles Schwab

What history tells us about politicians' influence over equity markets

While presidents are always quick to take credit for strong stockmarket performance while being quick to blame their predecessor for poor performance, history indicates they are likely responsible for neither

Ian Woodhouse, Accenture

Reinventing business models for the benefit of advisers, clients and firms alike

If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve

Frederik Ducrozet, Pictet

China’s appeal as an investment destination dims but does not disappear

The world’s second biggest economy may have a questionable human rights record, slowing growth and a problematic relationship with the US, but it remains too important for investors to ignore

PWM 1022 cover
From Awards

Innovators target global giants

PWM’s annual awards see private banking recognising the opportunities available in making private markets more accessible to their clients

Tamer Ozmen, Mintus

How fine art can bring a dash of colour to investors’ portfolios

Fine art has been recognised as a store of monetary and cultural value for centuries and fractionalisation means it no longer need be the preserve of the ultra-rich

PWM 1022 cover

Succession planning lets banks play generation game

While connecting with the next generation of clients is a way to retain assets over the long term, the banks that successfully engage with this group will be those to approach them in a sincere and focused way

Ylva Baeckstrom
From Comment

Time for financial services to empower wealthy philanthropists

Sustainable investing is here to stay. The financial services industry needs to nurture and drive it, argues Ylva Baeckström

Rachel Whittaker, Robeco

Sustainable investors caught in data dilemma

The most persistent topic of discussion in sustainable investing is ‘when will the data be good enough?’

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Lower tiers of wealth pyramid a potential goldmine for wealth managers

Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Polina Kurdyavko, BlueBay Asset Management

New solutions required to address frontier market indebtedness

Frontier markets, especially those in sub-Saharan Africa, could well face be facing a financing crisis unless a policy mix can be found to improve growth prospects and put debt servicing on a sustainable path

Fund Selection - November 2022

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

Fund Selection - October 2022

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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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