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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  

2 and 20
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   

Amy Lo, UBS
From PWM20 December 15, 2021

Banks must evolve to connect with the clients of tomorrow

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

Eric Syz, Banque Syz
From PWM20 December 15, 2021

Size isn’t everything as Syz revels in boutique status

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

Didier Duret
From PWM20 December 2, 2021

Private View Blog: How three global crises ended investors’ free lunches

It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret

Amundi's Pascal Blanqué talks to PWM about the changing macroeconomic picture and how it is influencing investors' asset allocations

 

Global Private Banking Awards 2021

PWM Digital Edition (December 2021 - January 2022)

Wealth Tech Awards 2021

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