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
Latest News
Should we fear post-pandemic inflation?
Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19
Recruitment drive central to HSBC’s Asian expansion plans
Jackie Mau is tasked with delivering HSBC's refreshed ultra-high net worth pan-regional offering
Fintech on Friday: Bambu shoots for the stars
Singapore-based robo-advice group Bambu has ambitious plans to become a global leader in wealthtech, says co-founder Ned Phillips
Private View Blog: Biden presidency will be defined by Chinese challenge
The new president has a bulging in-tray, but the relationship between Washington and Beijing is arguably the most important
Global Private Banking Awards 2020 - Leading players rise to Covid challenge
Those institutions which were repositioning for a digital era are adjusting quickly to a world dealing with coronavirus
From
PWM Research
/ Asset Allocation
March 1, 2021
Rebalancing client allocations in view of the great rotation
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
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
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
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”
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
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
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
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
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
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
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
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
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
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.
PWM Digital Edition (February/March 2021)
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