Professional Wealth Managementt
Joe Parkin, iShares
From FinTech March 17, 2017

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Nick Middleton, UBS
From FinTech March 10, 2017

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

Paloma Piqueras, BBVA
From Wealth Management / Profiles March 1, 2017

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

                   
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Open for business                 Fund management companies and what they can offer       Malta - a hub for financial products
Sebastián Albella Amigo, CNMV
From Financial Centres February 28, 2017

Madrid seeks to spring a surprise on European rivals

Sweeping reforms, cheap office space, a skilled workforce and a flexible regulator mean the Spanish capital is very much open for business

Brian Pallas, Opportunity Network
From Financial Centres February 28, 2017

Berlin and Barcelona lay down IFC credentials

London’s potential estrangement from the European financial scene has seen rival European financial centres jostling for prime position in any Brexit fallout

Lawrence Calcano, iCapital Network
From FinTech March 3, 2017

Fintech on Friday: Using online platforms to unlock alternative investments

By lowering investment thresholds, fintech start-up iCapital Network provides HNWIs access to hedge funds and private equity 

Richard Le Toq, Locate Guernsey
From Financial Centres February 22, 2017

Guernsey looks beyond London for future prosperity

Although Guernsey’s fortunes are still linked to the UK, much of its recent success has come from diversifying into new markets

Geoff Cook, Jersey Finance
From Financial Centres February 22, 2017

Jersey’s fund industry cries out for clarity over Brexit

The uncertainty surrounding Brexit is making life uncomfortable for Jersey, particularly when it comes to immigration and marketing funds into the EU 

John Spellman, IOM DED
From Financial Centres February 28, 2017

International outlook key for new Isle of Man government

The threats of rising regulation, protectionism and Brexit uncertainty could all threaten the Isle of Man, but its diversified economy should prove resilient 

Paul Donovan, UBS
From PWM Research / Asset Allocation February 27, 2017

Global asset tracker: Geopolitical risk dominates asset allocators’ outlook

PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key 

Bryon Lake, Invesco
From Asset Allocation / Portfolio Management February 21, 2017

Wealth managers take small steps towards smart beta

The use of ETFs following smart beta strategies is clearly on the rise, but a number of wealth managers remain sceptical as to just how suitable they are for private client portfolios

Feb-March 2017 cover
From Comment / Editor's Analysis February 22, 2017

Brexit could prove trigger for finance jobs reshuffle

No one quite knows what the UK’s vote to leave the EU will mean for London as a financial centre, but rival cities across the continent are readying themselves for the fallout and the opportunities that will surely arise. But the biggest winner could well be New York

Didier Chan-Voc-Chun, UBP
From PWM Research / Sub-Advisory January 4, 2017

Rising regulation drives growth of sub-advisory

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Richard Killingbeck, WHIreland
From Wealth Management / Private Banking December 20, 2016

Overhaul of business models top task for private banks in 2017

A move away from the one bank model, whereby wealth management divisions subsidise investment banking divisions, could well be on the cards, while firms have yet to get to grips with technology

Jim McCaughan, Principal Global Investors
From Asset Allocation / Portfolio Management January 11, 2017

Financial crisis turning point in investment approach

Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies

From Fund Selection March 9, 2017

Fund selection - March 2017

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

From FinTech March 1, 2017

How regtech can help banks conquer compliance mountain

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

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From PWM Research March 20, 2017

Allocators sense opportunities in Europe and Japan

Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

Chart 6 growth opps

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