Professional Wealth Managementt
Andrew Lee, UBS
From Asset Allocation / Alternatives March 3, 2015

Equity market dispersion a favourable backdrop for long-short hedge funds

Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play

Richard Duncan, Macro Watch
From Comment / Great Debate February 23, 2015

Will the ECB’s QE bazooka send European stocks higher?

As the ECB turns on the QE tap, what does this mean for stockmarkets? Macro Watch’s Richard Duncan and Raoul Ruparel from Open Europe give their views

PWM 0315 Cover
From Comment / Editor's Analysis February 20, 2015

‘Perfect story’ scuppers Swiss brand clean-up

Switzerland’s private banks have been trying to remodel themselves but the HSBC affair is the latest in a series of setbacks proving they still have a long way to go

     
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Shelby Du Pasquier, Lenz & Staehelin
From Wealth Management / Private Banking February 20, 2015

HSBC claims Swiss client list slashed since 2007

HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base

Su Shan Tan DBS
From Comment / Consultants' Corner February 17, 2015

A bumper year for the world of wealth

Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic

Jamie MacLeod, Bordier & Cie
From Wealth Management / Profiles February 10, 2015

Bordier’s traditional approach prioritises personal touch

The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod

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From Wealth Management / Private Banking February 9, 2015

The importance of brand in private banking

PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes

Gary Linieres, Wealth Dynamix
From FinTech February 6, 2015

Cyber security: Fear of fraud driving client calls for online safety nets

Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved 

Eric Sturdza
From Wealth Management / Profiles February 4, 2015

Sturdza confident staying slim serves an advantage

Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty

Asbjørn Trolle Hansen, Nordea
From Asset Allocation / Portfolio Management February 2, 2015

Pick ’n’ mix funds find favour in tough climate

The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies

Leo Grohowski, BNY Mellon Wealth Management
From Asset Allocation / Portfolio Management January 28, 2015

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Cesar Perez, JP Morgan Private Bank
From Asset Allocation / Equity January 26, 2015

Bargains to be found as emerging markets fall out of fashion

Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity

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From Comment / Editor's Analysis January 23, 2015

Swiss stagger under weight of franc fallout

The profitability of Swiss private banks will be hit by the SNB’s withdrawal of the currency ceiling and could speed up the shift of some operations overseas 

Amin Rajan
From Comment / Consultants' Corner January 23, 2015

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

From Due Diligence February 16, 2015

Integrating liquid alternative investments into portfolios

In an environment of historically low but potentially rising yields and increased volatility, multi-asset portfolios face numerous challenges, hence the need for uncorrelated liquid alternative investments should rise

From Fund Selection February 11, 2015

Fund selection - February 2015

Each month in PWM, 9 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

Chapter 1 of 4: Investing in emerging markets - Outlook for 2015

 

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners.

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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