Professional Wealth Managementt
PWM 0715 cover
From Comment / Editor's Analysis July 2, 2015

Local banking scene not enough for ‘national champions’

As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow

Alan Higgins, Coutts

Fears of deflation overblown

Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins

Markus Stadlmann, Lloyds
From Wealth Management / Profiles June 11, 2015

European and Japanese equities top Lloyds hitlist

It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia 

     
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Lisa Vizia, Saffery Champness
From Financial Centres June 18, 2015

Guernsey’s international outlook reaps rewards

Guernsey’s financial services industry retains its historic links to London but is now managing to attract clients from much further afield, while also moving up the value chain

Shaun Port, Nutmeg
From FinTech June 16, 2015

Rise of the robo-advisers

A wide range of firms come under the term "robo-adviser", but will investors still show faith in times of crisis?

Sebastian Dovey
From Comment / Consultants' Corner June 12, 2015

Is Usain Bolt the answer for Asian wealth management?

Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients

Nick Lyster, PGI
From Wealth Management / Profiles June 11, 2015

Principal Global Investors senses opportunity amid sub-advisory surge

The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Olivier Carré, PwC Luxembourg n
From FinTech June 7, 2015

Custodians’ collaboration key to integrated reporting

Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side

Daniel Kranson, Vontobel Asset Management
From Asset Allocation / Equity June 1, 2015

Quantitative easing and weak euro boost European stockmarkets

European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last

Julie Barker-Merz, BMO InvestorLine
From Wealth Management / Private Banking May 22, 2015

Banks learn robo-speak

Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits

PWM 0615 cover
From Comment / Editor's Analysis May 22, 2015

No easy wins for those galácticos still in wealth management game

Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?

Themis Themistocleous, UBS

Betting on the euro

Should wealth managers be speculating on currency falls? And if so how?

Rahul Chadha, Mirae Asset

India on right path despite sluggish reforms

Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year

Stéphane Monier, Lombard Odier
From Asset Allocation / ETFs May 13, 2015

Interest grows in ETFs which promise to outsmart the market

The ETF industry has evolved as it has grown and huge levels of innovation have recently been focused on smart beta strategies, which aim to outperform markets. But at what cost?

Alan Miller, SCM Private
From Comment / Great Debate May 11, 2015

Is smart beta a wise strategy for private investors?

A.A. Advisors’ Christophe Boucher and Bertrand Maillet debate with Alan Miller of SCM Direct whether smart beta strategies are suitable for private clients

Domestic demand drives Eastern Europe’s recovery

Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

From Fund Selection June 17, 2015

Fund selection - June 2015

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

Creating value through responsible investing

 

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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