Professional Wealth Managementt
David McNair, One Campaign
From Comment / Great Debate July 21, 2014

Should transparency trump privacy?

The ONE campaign’s David McNair and James Quarmby of law firm Stephenson Harwood are at odds over the benefits of greater transparency

Mark Mason, Citi
From Wealth Management / Profiles July 17, 2014

Alternatives central to Citi’s integrated approach

Citi Private Bank’s CEO Mark Mason discusses how an integrated approach is catering to client needs and the growing appetite for alternatives among investors

Alan Mudie, Société Générale Private Banking
From Asset Allocation / Equity July 14, 2014

Equities draw interest despite valuation concerns

With global equity markets at record highs, investors are having to hunt far and wide to find value, but wealth managers believe the asset class remains attractive

PWM 0714 Cover
From Comment / Editor's Analysis July 3, 2014

Private banks ready to scale back and shift online

A period of consolidation is underway as banks refocus efforts on their most profitable markets

Jim Prior, The Partners
From Wealth Management / Business Models June 19, 2014

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Jung Ho Rhee, Mirae Asset
From Wealth Management / Profiles June 16, 2014

European diet sours Mirae Asset’s Korean breakout

European banks looking East prefer to do business with local managers, believes Mirae Asset’s Jung Ho Rhee, but there is no denying the Asian investment story has lost some of its allure, at least for the time being

Markus Pimpl, Partners Group
From Asset Allocation / Alternatives June 13, 2014

Low yields drive hunger for infrastructure

The global demand for infrastructure is huge but there is a perceived scarcity of vehicles suitable for private investors, while capital tends to be locked up for long periods

Sebastien Gyger, Lombard Odier
From Asset Allocation / ETFs June 11, 2014

Has the ETF universe really got any ‘smarter’?

So-called ‘smart beta’ ETFs, which attempt to outperform benchmarks, are increasing in popularity, but some critics are labelling them as a marketing gimmick

Max Anderl, UBS
From Asset Allocation / Equity June 10, 2014

Equity markets tread water as ECB prepares to move

Will European equity markets be able to maintain their recent highs if the ECB enacts widely anticipated measures to combat falling inflation and a strong euro?

PWM 0614 Cover
From Comment / Editor's Analysis June 2, 2014

Clients in danger of losing in private banking kickabout

Clients could end up with higher fees as private banks pull out of their unprofitable regions and implement new business models

From Fund Selection July 10, 2014

Fund Selection - July/August 2014

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

From Due Diligence June 26, 2014

Why have multi-asset funds proved so popular?

With traditional balanced portfolios no longer providing adequate capital protection, investors are increasingly turning to multi-asset funds and are encouraged by recent performance

Supported by improving growth outlook and ECB's accommodative monetary policy, European equities offer attractive investment opportunities, especially when compared to US stocks, explains Thierry Rojat, from the equities division at BNP Paribas Investment Partners.

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