Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together
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Alessandro Tonchia, co-founder of Finantix, on how coronavirus is reshaping the digital landscape for private banks
Stonehage Fleming sees Covid-19 as a catalyst for change
Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the crisis
Coronavirus accelerates private banks’ drive to digital
Covid-19 has forced wealth managers to embrace working from home and to offer digital advice
Private View Blog: Coronavirus - why investors should hold their nerve
Private banks are urging clients to see the epidemic as a transitory, 'tail' event
Global Asset Tracker: Global stability prompts push into riskier assets
Private banks are recommending clients overweight equities and alternatives at the expense of bonds
From
Wealth Management
/ Business Models
April 1, 2020
Sanlam UK reveals lessons learned from the lockdown
From
Wealth Management
/ Profiles
March 31, 2020
Crisis could call time on globalisation predicts Prime Partners
Francois Savary, chief investment officer of wealth advisers Prime Partners, expects greater regionalisation in supply chains as a result of the coronavirus pandemic, while predicting more state intervention in the corporate sector
From
Wealth Management
/ Private Banking
March 26, 2020
BNP Paribas sees regional traits in reactions to Covid-19 turbulence
While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently
From
FinTech
March 19, 2020
Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution
Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards
From
Wealth Management
/ Business Models
March 11, 2020
What does a compelling client experience look like?
Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost
From
Asset Allocation
/ Fixed Income
February 25, 2020
Politics and climate shape Franklin Templeton view
Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel
From
Comment
/ Editor's Analysis
February 25, 2020
Should private banks have a licence to kill off bonds?
Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?
From
Comment
/ Consultants' Corner
February 19, 2020
Entrepreneurs must not forget their staff in rush for the exit
Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies
From
Wealth Management
/ Private Banking
February 19, 2020
Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges
The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done
From
Wealth Management
/ Business Models
February 6, 2020
Private View Blog: ESG - do it for the kids
Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients
From
Asset Allocation
/ Fixed Income
February 19, 2020
Investors tempted by more exotic fixed income flavours
Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets
From
Asset Allocation
February 25, 2020
Global Asset Tracker: High conviction themes move to core of client portfolios
Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility
From
Asset Allocation
/ Fixed Income
February 25, 2020
Global Asset Tracker: Low yield world sparks new roles for debt and alternatives
Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification
From
Wealth Management
/ Profiles
February 19, 2020
London & Capital shifts bond holdings to prepare for growth
Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges
From
Comment
January 23, 2020
Private View Blog: Is private equity the ideal way to tap into African growth?
Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small
From
Fund Selection
March 6, 2020
Fund selection - March 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
From
Fund Selection
February 24, 2020
Fund selection - February 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
Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?
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