Professional Wealth Managementt
Steven Fradkin, Northern Trust
From Wealth Management / Profiles March 25, 2015

Northern Trust sees room for old firms in new world

Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks

Tobias Wehrli, UBS
From Wealth Management / Private Banking March 24, 2015

Post-secrecy spotlight on succession planning

Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection 

PWM 0415 cover
From Comment / Editor's Analysis March 23, 2015

Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

     
PWM Expert Series
 
 
Watch the latest videos from our Expert series
     
     
Investing in emerging markets  Demystifying convertible bonds Investing in European equities
Ed Cowart, Nordea
From Asset Allocation / Equity March 6, 2015

Investors worried US market could run out of steam

The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Amit Pau, Ariadne Capital
From FinTech March 2, 2015

Onboarding less painful thanks to digital drive

Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset

Philip Philippides, Amundi
From Roundtables March 4, 2015

Evolution of ETFs creating both obstacles and opportunities

PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios 

PWM 0415 cover
From Asset Allocation / Portfolio Management March 23, 2015

Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

Matt Shafer, Natixis
From Wealth Management / Profiles March 9, 2015

Durability of multi-affiliate model holds sway at Natixis

Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK

Andrew Lee, UBS
From Asset Allocation / Alternatives March 3, 2015

Equity market dispersion a favourable backdrop for long-short hedge funds

Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play

Maxime Alimi, AXA IM
From Comment / Consultants' Corner February 27, 2015

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

Richard Duncan, Macro Watch
From Comment / Great Debate February 23, 2015

Will the ECB’s QE bazooka send European stocks higher?

As the ECB turns on the QE tap, what does this mean for stockmarkets? Macro Watch’s Richard Duncan and Raoul Ruparel from Open Europe give their views

PWM 0315 Cover
From Comment / Editor's Analysis February 20, 2015

‘Perfect story’ scuppers Swiss brand clean-up

Switzerland’s private banks have been trying to remodel themselves but the HSBC affair is the latest in a series of setbacks proving they still have a long way to go

Andrew Lee, UBS
From Asset Allocation / Alternatives February 25, 2015

Emergence of divergence renews lure of hedge funds

As central banks begin to follow different paths and with volatility returning to equity markets, many see hedge funds as providing useful diversification in client portfolios

Shelby Du Pasquier, Lenz & Staehelin
From Wealth Management / Private Banking February 20, 2015

HSBC claims Swiss client list slashed since 2007

HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base

From Regulation March 16, 2015

Portfolio shake-up follows Italy’s move to voluntary disclosure

Italy’s voluntary disclosure regulation is likely to bring clients’ properties and companies, as well as financial assets, to the attention of authorities. Private banks must be ready to act as guides through the process while advising how best to protect portfolios

From Fund Selection March 12, 2015

Fund selection - March 2015

Each month in PWM, 9 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

Chapter 1 of 5 - Future of ETFs in private client portfolios: How ETFS changed wealth management

 

Industry experts from wealth management groups discuss the increased use of exchange traded funds in the portfolios of their private clients.

Global Private Banking Awards 2014

 

This highlights video features interviews with some of the regional and global winners, including UBS Wealth Management, Erste Bank, Nordea Private Banking, Santander Private Banking and Berenberg.

Join our community

           
 

We use cookies to improve site performance and enhance your user experience. If you’d like to disable cookies on this device, please see our cookie management page. If you close this message or continue to use the site, you consent to our use of cookies on this device in accordance with our cookie policy, unless you disable them.