Professional Wealth Managementt
Jonathan Willcocks, M&G Investments
From Wealth Management / Profiles August 26, 2015

M&G reports huge appetite for multi-asset solutions

Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground

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From Comment / Editor's Analysis August 24, 2015

London calling as private banks connect with the future

The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

Karin Jestin, Lombard Odier
From Wealth Management / Private Banking August 13, 2015

Philanthropy cries out for professional touch

Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well

     
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Francisco Fernandez, Avaloq
From FinTech August 11, 2015

Agile platforms essential to banks’ digital strategies

Technology offers private banks, struggling to stay up to date with clients’ changing mindsets, a way to engage more efficiently and to build deeper relationships with customers

Shaun Port, Nutmeg
From Wealth Management / Profiles August 3, 2015

Nutmeg’s online offering cracks UK wealth market

Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder 

Luca Paolini, Pictet Asset Management

Central banks and geopolitical risk dominate investment markets

Do central bank actions or geopolitical developments have a greater impact on markets?

Eduardo Gutierrez, Development Partners International
From Asset Allocation / Alternatives July 29, 2015

Private equity can help bring good governance to Africa

African business owners with expansion plans are increasingly realising they need to professionalise the way they operate, in order to draw capital and increase the firm’s value

Dan Ellis, RBC Wealth Management
From Wealth Management / Private Banking July 14, 2015

Global wealth hits new highs but growth slows

Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015

Daniel Roy, La Banque Postale
From Wealth Management / Profiles July 8, 2015

La Banque Postale out to deliver broader fund menu

French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year

Pol Tansens, BNP Paribas Wealth Management
From Asset Allocation / Alternatives July 7, 2015

Booming property markets eye central bank actions

Real estate is providing both private and institutional investors with solutions to their hunt for yield, but some fear what will happen when the US and UK carry out their widely predicted rate rises

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Banks aim to limit pain of rate rises

The US Federal Reserve plans to gradually raise interest rates in the coming years, but what are the effects likely to be and how can investors take advantage of opportunities and avoid the pitfalls created by this tightening?

Supriya Menon, Pictet
From Asset Allocation / Equity July 15, 2015

Equities offer best route to play macro themes

With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk 

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Facing the twin threats of inflation and deflation

Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?

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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

From Due Diligence August 17, 2015

Past performance alone is not enough to assess European fund managers

Opportunities are opening up across Europe as the economy recovers, but how can investors make sure they pick the right fund manager for their needs?

From Fund Selection July 16, 2015

Fund selection - July-August 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

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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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