Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

Burkhard Varnholt, Bank Sarasin

ESG principles move into the mainstream

As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.

John Bennett, ManGroup

Providing a safe pair of hands

Whether targeting traditional institutional investors or private banks, hedge fund providers must be able to demonstrate high levels of transparency, liquidity and service, reports Yuri Bender.

Patel Pinakin, JPMorgan

Thai value amongst political turbulence

Despite the political turmoil, Thailand remains attractive in terms of investment potential, although foreign investors may prefer other countries in the region that appear to be more stable, writes Elliot Smither.

Deborah Fuhr, BGI

Product quality threatened by lack of transparency

The European ETF industry may be booming, but confusion over product definitions and a fragmented marketplace could hit their expansion into the retail sector, writes Elisa Trovato.

Andy Halford, Kleinwort Benson

Renewed appetite for structured solutions as worries disappear

With equity based investments back in demand, structured products are once again attracting investors, although concerns about liquidity mean transparency and simplicity are at a premium, writes Ceri Jones.

Nicolas de Skowronski, Bank Julius Baer

Backing the right horse

The premise behind thematic investing, picking the long-term winners from global trends such as reducing carbon emissions and ageing populations, strikes a chord with wealthy investors, writes Elisa Trovato

Scott Thompson, ETF Securities

Heading in the right direction?

Exchange traded funds continue to prove incredibly popular, writes Elisa Trovato, but as the evolution in this space brings the possibility of more complex products, are these developments really in clients’ interest?

Ferdinand Haas, DWS Investments

Guaranteed to protect and serve

Capital guaranteed products appeal to both high net worth and retail investors, writes Elisa Trovato, but it is vital that the client knows just how the funds work and the issues they are likely to encounter

Nicolas Gaumont-Prat, TFS Structured Products

Backlash against hedge fund-linked structured products

Clients concerned with liquidity and transparency are shying away from structured products based on hedge funds, reports Ceri Jones, while a desire to particpate in rising markets has led to a resurgence in equity linked structures

Chris Taylor, Blue Sky Asset Management

Time to think, talk and walk like an investment industry

Following the regulatory review of the structured product industry in the UK, the collective responsibility of providers and advisers must now be focusing on a client-centric and portfolio-driven approach to using structured investments, writes Chris Taylor

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (December 2022 - January 2023)

Wealth Tech Awards 2023

Join our community