Professional Wealth Managementt
Rachel Harrington, Coutts
From Wealth Management / Business Models June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

Assorted passports
From Financial Centres June 28, 2017

CBI schemes can prove passport to stability in an uncertain world

CBI schemes are attracting a huge amount of interest among wealthy families and the institutions serving them, but they are not without controversy

PWM Cover 0617
From Comment / Editor's Analysis June 19, 2017

Paris looks to profit from London’s Brexit own goal

While the UK lurches from one political crisis to the next, its European rivals are gearing up to capitalise on the Brexit fallout, with a revitalised Paris claiming it is the natural choice for any firms fleeing London 

                   
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Cyprus: a financial hub for europe and the middle east                 Fund management companies and what they can offer - spotlight on Luxembourg       A hub for financial products - spotlight on Malta
Patrick Barnert, Qumram
From FinTech July 14, 2017

Fintech on Friday: omni-channel under MiFID II – eradicating risks and ramping up revenues

Documenting client communications is now a top regulatory concern for wealth managers, but addressing this thorny compliance challenge can actually yield big business benefits

Mark Mobius, Franklin Templeton
From Asset Allocation / Equity June 19, 2017

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

Yves Mirabaud
From Wealth Management / Profiles May 23, 2017

Better Swiss relations with EU tops Mirabaud wishlist

Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Guillaume Dufour, Dassault Systèmes
From FinTech June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Kapin Vora, Capco
From FinTech June 16, 2017

Cyber warfare: old and new vie for control of North American digital wealth market

North America’s digital wealth marketplace continues to expand, with new businesses tapping into changing client behaviour and utilising new technology. But the traditional names are fighting back

Terry Erisman, GridGrain
From FinTech May 12, 2017

Wealth managers slowly switching on to rewards of AI and machine learning

Technology can help portfolio managers beat the market and has huge potential on the client servicing side, but techno-phobic mainstream institutions need to undergo a cultural transformation if they are to reap the benefits

Sofiane Lahmar, DPI
From Asset Allocation / Alternatives May 24, 2017

Burgeoning middle class fuels growth in Africa’s banking sector

There is more to Africa than natural resources. Private equity opportunities can be found within markets like Morocco and Côte d’Ivoire, but companies with a regional strategy are most attractive  

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From FinTech April 19, 2017

Private banks bid to win over the wealth creators

To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships

Andrew Acheson, Pioneer
From Asset Allocation / Equity April 18, 2017

Trump trade stalls as market worries over policy delivery

US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?

Tom Rampulla, Vanguard
From Asset Allocation / Portfolio Management March 28, 2017

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

 Mario Bortoli, Euclidea
From FinTech May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Mary Pieterse-Bloem, ABN Amro

Why the return of diversification between asset classes is good news for investors

Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

From Fund Selection August 18, 2017

Fund selection - August 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 May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

Latest PWM video

    Having recovered from a banking crisis, Cyprus is fast attracting investment into financial services, natural resources and real estate, says Natasa Pilides, director general of the Cyprus Investment Promotion Agency

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