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Muriel Danis
From PWM20 May 18, 2022

Wealth managers face challenges to make sustainability default setting in portfolios

The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this

PWM 0422 cover
From PWM20 April 25, 2022

‘Wreckers’ left stranded by need for new morality

Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible

Hong Kong - Getty
From PWM20 April 19, 2022

Private View Blog: Hong Kong – a question of identity over image

Hong Kong needs to understand its own identity, namely its ability to regenerate, argues Anant Deboor

PWM 20 year cover
From PWM20 December 15, 2021

The bold, the brilliant and the brave

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

2 and 20
From PWM20 December 15, 2021

Sourcing new diversifiers beyond fixed income

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

PWM 20 year cover
From PWM20 December 15, 2021

Looking back at 20 years of change in private banking

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

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From PWM20 December 15, 2021

The past, present and future of portfolio management

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

Dina de Angelo, Pictet Wealth Management
From PWM20 December 15, 2021

Evolution of the private banker in the 21st century

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

Andrew Catterall, JP Morgan
From PWM20 December 15, 2021

Private banking moves from paper trails to personalised service

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

Fahad Kamal, Kleinwort Hambros
From PWM20 December 15, 2021

Major markets experience a tale of two tech booms

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

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

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