Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play
Digital developments have made the process of signing up new clients much more efficient
Quantitative easing will boost Europe's economy but may need to continue into 2017 to beat deflation
How should investors be positioning portfolios in light of lower oil prices?
Hedge funds have lagged traditional asset classes of late but now have an important diversification role to play
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
Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic
The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod
PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes
Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved
Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty
The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies
Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield
Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity
The profitability of Swiss private banks will be hit by the SNB’s withdrawal of the currency ceiling and could speed up the shift of some operations overseas
Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns
In an environment of historically low but potentially rising yields and increased volatility, multi-asset portfolios face numerous challenges, hence the need for uncorrelated liquid alternative investments should rise
Chapter 1 of 4: Investing in emerging markets - Outlook for 2015
Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners.
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.
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