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Thematic investing: the neverending story
03 May, 2012

The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power

BUSINESS MODELS 
Bringing the digital revolution to private banking
03 May, 2012
Bart-Jan Van Der Linde, Société Générale Private Banking

Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up

Asset & Wealth Managers 

Massimo Tosato, Schroders

Schroders reaps rewards of forays into the East
03 May, 2012

Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation

Asset & Wealth Managers 

Christine Ross, SG Private Banking Hambros

SG Hambros out to make life less taxing for offshore clients
03 May, 2012

Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth

GREAT DEBATE 
Do hedge funds have a place in client portfolios?
03 May, 2012

Yes

Francis Frecentese, Global head of hedge fund research, Citi Private Bank

At the most basic level, there are typically only two ways to potentially generate a return on an investment in a financial instrument. First, one can passively collect a risk premium (beta). Second, one can actively extract money from other market participants (alpha).

Thematic Investing 
Thematic thinking enters mainstream
03 May, 2012

Alan Higgins, Coutts Private Bank

Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Thematic Investing 

Guy Monson, Sarasin & Partner

Building durable portfolios key to Sarasin’s approach
03 May, 2012

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

FUND PERFORMANCE & SECTOR ANALYSIS 
Solid yields compensate for real estate wobbles
03 May, 2012

Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors

Alternative Investing 
Bolder portfolios ready to re-embrace alternatives
03 May, 2012

Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever

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