Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Global crises, the rise of mega cap tech stocks and the explosion of passive investing mean markets look very different today to past eras   

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market