Professional Wealth Managementt
Martin Mlynar, Corestone
From PWM Research / Sub-Advisory October 5, 2015

Bespoke mandates turn house views into reality

Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow

Hein van der Loo, ABN Amro
From FinTech October 5, 2015

Innovative thinking drags private banks into future

Technology can be of huge benefit to both clients and advisers, but developing these solutions is expensive while some resist change

Patrick Simeon, Amundi
From Asset Allocation / Portfolio Management October 1, 2015

Money market funds thrive despite regulatory storm

Events in Greece and China and the resulting stockmarket volatility have led to an upsurge in the popularity of money market funds, but this could prove short-lived with new regulations poised to take effect

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From Comment / Editor's Analysis September 27, 2015

Banks must embrace both man and machine

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

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From FinTech September 18, 2015

Marrying automation and traditional banking

As robo-advisers infiltrate the wealth management space, how will banks use technology to transform their own offerings?

Eric Verleyen, Société Générale Private Banking
From Wealth Management / Profiles September 15, 2015

Société Générale helps entrepreneurs realise risks of exposure

The success of a new generation of entrepreneurs is bringing plenty of business to private banks, but it is vital to calm clients’ expectations and ensure they are not taking on too much risk, believes SocGen’s Eric Verleyen

Holger Spielberg, Credit Suisse
From FinTech September 7, 2015

Using big data to boost human relationships

Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients

Nick Wilson, Qatar Investment Fund
From Comment / Great Debate September 4, 2015

Does Africa or the Gulf burn brightest?

Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors

Gerard Aquilina
From Wealth Management / Private Banking August 26, 2015

Private and investment banking: an unhappy union

It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees

Jim Craige, Stone Harbor Investment Partners
From Asset Allocation / Fixed Income August 25, 2015

Investors fear repeat of 2013 taper tantrum in emerging markets

A hike in interest rates by the Federal Reserve has been clearly signposted while emerging markets have better growth prospects than they did two years ago, but the developing world continues to eye central bank actions with trepidation

Jonathan Willcocks, M&G Investments
From Wealth Management / Profiles August 26, 2015

M&G reports huge appetite for multi-asset solutions

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

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From Comment / Editor's Analysis August 24, 2015

London calling as private banks connect with the future

The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

Karin Jestin, Lombard Odier
From Wealth Management / Private Banking August 13, 2015

Philanthropy cries out for professional touch

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

Francisco Fernandez, Avaloq
From FinTech August 11, 2015

Agile platforms essential to banks’ digital strategies

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

Shaun Port, Nutmeg
From Wealth Management / Profiles August 3, 2015

Nutmeg’s online offering cracks UK wealth market

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 

From Due Diligence September 17, 2015

Senior secured loans can thrive in a low yield environment

Leveraged loans have many attractive characteristics and are well suited to the current economic climate but their complexity has traditionally put off investors. Is it time for a rethink?

From Fund Selection September 14, 2015

Fund selection - September 2015

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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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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