Professional Wealth Managementt
Karim El Solh, Gulf Capital
From Asset Allocation / Portfolio Management April 14, 2016

Why there is more to the Gulf than oil

Karim EL Solh, CEO of Gulf Capital, talks to Yuri Bender about the impact of low oil prices on the GCC and why private equity may be the best investment route into the region

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From Wealth Management / Business Models April 5, 2016

Brexit could benefit City of London

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

Rahul Malhotra, JP Morgan Private Bank
From PWM Asia / Regulation & Business models March 14, 2016

Ball now in boutiques’ court for Asian recruitment game

With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent

     
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Jürg Zeltner, UBS
From Comment / Consultants' Corner March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Eric Landolt, UBS
From Wealth Management / Family Offices March 7, 2016

Asia warms to managing money in the family way

A swathe of new family offices are springing up across Asia, adding further struggles to recruiting the best talent

Daniel Pinto, Stanhope
From Wealth Management / Profiles March 4, 2016

Private Dining: Stanhope service seats all clients at the same table

The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw

Lena Tsymbaluk, Morningstar
From Asset Allocation / Equity March 3, 2016

Rewards for stockpickers amid market volatility in Asia

Volatility in Asian markets is likely to continue through 2016 and beyond, but there are real opportunities in individual stocks

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From Wealth Management / Private Banking February 29, 2016

Private banks poised to capture Asian clients

The wealth management sector in Asia-Pacific is fiercely competitive with both international and local players fighting for a piece of the action and looking for ways to differentiate themselves from opponents

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From Comment / Editor's Analysis February 26, 2016

Silver lining to cloud over private banking

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

Jeremy Beckwith, Morningstar
From Asset Allocation / Alternatives February 24, 2016

Currency funds struggling to deliver returns

Returns from currency funds have been disappointing of late and high fee levels are not helping

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation February 18, 2016

Global Asset Tracker: Don’t fear market volatility – plan for it

PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?  

Joshua Freedman, BlackRock
From Asset Allocation / Portfolio Management February 18, 2016

Drilling for opportunities in landscape of cheap oil

Lower oil prices are here to stay, at least for the time being. What has caused this situation and how should investors be responding?

Mike Le Garignon, Société Générale Securities Services
From FinTech February 12, 2016

Custody banks finding opportunities in wealth management arena

Société Générale is among those who believe boutiques are keen to outsource client reporting, custody, clearing and settlement to third party providers

Min Lan Tan, UBS
From Asset Allocation / Portfolio Management February 11, 2016

How bad is the economic situation in China?

Min Lan Tan, head of UBS Wealth Management’s Asia Pacific investment office, and Christophe Donay, chief strategist at Pictet Wealth Management, discuss the situation in China

Denise Voss, Alfi
From Financial Centres February 8, 2016

Luxembourg’s fund industry eyes global expansion

The Grand Duchy is Europe’s leading investment funds domicile and now plans to make inroads into China and Latin America, according to promotional body Alfi

From Fund Selection April 18, 2016

Fund selection: April 2016

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 Wealth Management / Private Banking March 17, 2016

Wealthy women seek advisers with eye on bigger picture

There are more female billionaires than ever before, with Asian entrepreneurs the big driver. But these women require a different approach from private banks than their male counterparts

Investing in volatile markets

 

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