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Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies

Ciaran Dynes, Talend
From FinTech January 6, 2017

Fintech on Friday: Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

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

PWM 1216 cover
From Comment / Editor's Analysis December 20, 2016

Winds of change present investment opportunities

The year ahead is likely to see big changes on both economic and political fronts. With themes such as Trumponomics, increased global infrastructure spending and a resurgent Russia beginning to emerge, investment advice will be top of clients’ wish lists

Patrick Ghali, Sussex Partners
From Asset Allocation / Alternatives December 20, 2016

Hedge funds miss out on appetite for alternatives

Yield-starved investors are increasingly looking beyond traditional asset classes towards alternatives. Hedge funds are benefitting from this trend, but have some way to go to convince a sceptical audience of their worth 

John Malloy, RWC
From Asset Allocation / Portfolio Management December 20, 2016

Is now is the time to be overweight emerging and frontier markets?

PWM's Yuri Bender speaks to John M. Malloy, RWC Emerging Markets Portfolio Manager, on the impact of Donald Trump and the outlook for developing economies

Didier Duret, ABN Amro
From Asset Allocation / Portfolio Management December 14, 2016

Trump win casts shadow over emerging markets’ prospects

President-elect Donald Trump’s protectionist policies have rattled investors in emerging markets, but fundamentals in many countries remain sound and the recent volatility could present a buying opportunity

Fintech challenge 2 teaser
From FinTech November 25, 2016

Fintech start-ups take aim at banks' regulatory burden

The financial services industry is well aware of the need for it to improve its digital capabilities. The 3D Fintech Challenge 2016 showcased how start-up companies can provide some of the solutions it is seeking 

Emmanuel Lumineau, Brickvest
From FinTech December 2, 2016

Crowdfunding comes to the property sector

The BrickVest platform is one of the first to use technology to democratise the real estate market, opening up what were once institutional-only assets to a wider audience

Mads Pedersen, UBS Wealth Management
From Asset Allocation / Portfolio Management November 10, 2016

US election fallout: where do the investment opportunities lie?

Many investment professionals are surprisingly upbeat on the impact the upcoming Trump presidency will have on markets, sensing buying opportunities amid the uncertainty

Giles Keating, Werthstein
From FinTech November 28, 2016

Former private bankers prepare to enter robo-advice arena with Werthstein

Online wealth manager Werthstein is in soft-launch phase before bringing its innovative offering to the German market early next year

Rob Fisher, Vanguard
From FinTech November 11, 2016

Wealth managers consider opportunities and dangers of the digital world

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Trump wins
From Asset Allocation / Portfolio Management November 10, 2016

Financial world braces itself for period of uncertainty following Trump victory

Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe

Gemma Godfrey, Moola
From FinTech November 4, 2016

Customer experience must be central to banks’ online offerings

The digital revolution has created new, higher standards that customers now expect as the norm in all areas of their lives. But in too many cases the investment industry is struggling to match expectations

Josef Stadler, UBS
From Wealth Management / Private Banking November 2, 2016

Private banks prepare for the biggest wealth transfer in history

Over the next 20 years the world will witness the largest ever transfer of billionaire wealth. This will create huge opportunities for private banks, but also poses big challenges for the wealth management industry

From Comment / Consultants' Corner January 16, 2017

Could personality profiling prove better way to understand clients?

Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?

From Fund Selection January 10, 2017

Fund selection - January 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

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