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Consultants' Corner

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Fatca regulations threaten Hong Kong’s reputation

Hong Kong has experienced huge growth as an international wealth centre in recent years but by signing up to Fatca regulations it could be in for a bumpier ride 

Mature markets dominate surge in M&A valuations

The high levels of M&A in the wealth management sector reflect the pressure for firms to find profitable business models in an increasingly congested and regulated marketplace

Maxime Alimi, AXA IM

QE shows ECB is serious about threat of deflation

Quantitative easing will give a boost to Europe's economy but may need to continue into 2017 to counter deflationary pressures

Su Shan Tan DBS

A bumper year for the world of wealth

Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic

Amin Rajan

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

The drive to put clients at heart of wealth management

Wealth managers claim to put clients first, but most could do much more. Recruiting heads of client experience would help quicken the pace of change

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Balancing robotics with human touch

PWM asked three leading figures in wealth management to assess the impact technology is having on the industry

Ulrich Hoeness

Clients seek wealth managers' help to avoid red cards from regulators

Wealth managers must do more to guide clients through complex changes brought about by RDR and other regulations

Ray Soudah

What are the challenges facing wealth management?

PWM spoke to three leading wealth management experts in order to try and determine the key challenges facing private banks

‘New normal’ continues to haunt private banks

The private banking industry may be experiencing strong growth but increased regulation is leading to higher costs

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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