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
Chinese walls within banks are preventing opportunities to deepen client relationships and generate fees
Major players are expanding through acquisition to dominate the cross-border fund distribution space
The developing world continues to eye central bank actions with trepidation
China continues to open up to foreign investors and the right managers can add alpha
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
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
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
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
Do central bank actions or geopolitical developments have a greater impact on markets?
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
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
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
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
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?
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
Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?
As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow
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?
Creating value through responsible investing
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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