Professional Wealth Managementt
Bryon Lake, Invesco
From Asset Allocation / ETFs May 22, 2015

Investor demand continues to drive ETF evolution

European ETFs celebrated their fifteenth birthday in April. It has been a period of innovation, arguments and spectacular uptake as these products gradually became a vital tool in the wealth manager’s armoury

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?

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From Asset Allocation / Portfolio Management April 28, 2015

Counting the cost of ‘Brexit’ from the EU

The Conservatives have promised a referendum on Britain’s membership of the EU should they win the 7 May election, but what risks would a ‘Brexit’ bring?

     
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Fixed income markets The future of asset allocation Investing in emerging markets
Dominick Dealto, Fischer, Francis, Trees & Watts
From Asset Allocation / Fixed Income May 6, 2015

Bonds await fallout from QE and Greek crisis

Opinions are divided over just what the ECB’s bond-buying programme will mean for European fixed income markets while the stalemate created by the new Greek government over its outstanding debts has yet to be resolved

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?

Jim Jessee, MFS
From Wealth Management / Profiles May 12, 2015

Big-brand mindset has all of MFS playing same tune

MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Marc Saluzzi, Alfi
From Financial Centres May 15, 2014

Luxembourg must innovate to stay on top of funds distribution pile

Regulations affecting money market funds and the ever increasing costs of Ucits compliance threaten Luxembourg’s pre-eminence as a funds distribution centre. But the Grand Duchy is aware of the need to adapt

PWM 0515 Cover
From Comment / Editor's Analysis April 28, 2015

Will fortune favour the bold global investor?

Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability

Anja Hochberg, Credit Suisse
From Asset Allocation / Equity April 27, 2015

European equities worth exploring

With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?

Frédérique Carrier, RBC Wealth Management
From Asset Allocation / Portfolio Management April 24, 2015

Banks prompt asset review in light of UK general election

Investors should be mindful of how uncertainties around the upcoming UK general election could impact equity and currency markets

Farouk Saidji, Mirabaud Asset Management
From Asset Allocation / Alternatives April 17, 2015

Assessing the operational risks of hedge fund investments

Hedge funds may be gradually opening themselves up to scrutiny but prospective investors must ensure their own rigorous due diligence process is in place before any decision to allocate capital is made

Reinaldo Le Grazie, Bradesco Asset Management
From Comment / Great Debate April 13, 2015

Best of Brics crown is up for grabs

Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities

Ana Haurie, Dexion Capital and Agricultural Asset Management
From Asset Allocation / Thematic Investing April 2, 2015

Appetite grows for equities with an agricultural twist

Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access

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Would it be a tragedy if Greece left the euro?

With Greece seeking to renegotiate the terms of its bailout, the country’s plight is back in the headlines, but would a default and euro exit really be as devastating as some claim?

From Due Diligence May 18, 2015

Dig deeper to unearth cream of funds crop

It is not always possible to carry out full in-depth due diligence on a portfolio manager, but it is essential that advisers go beyond merely screening past performance before recommending funds to clients

From Fund Selection May 14, 2015

Fund selection - May 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

Finding opportunities in fixed income markets

 

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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