Professional Wealth Managementt
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From Comment / Editor's Analysis June 29, 2016

Berlin witnesses passing of investment baton

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin 

Ana Claver, Robeco
From Financial Centres June 22, 2016

Regulation and technology lead Madrid’s transformation

The Spanish capital’s financial landscape has been transformed in the last five years with consolidation in the banking sector and asset managers using the city as a springboard to Latin America

Fabio Innocenzi, UBS
From Financial Centres June 22, 2016

Milan ripe for a private banking renaissance

With half of all Italian private wealth managed by retail banks there is huge potential for private banks to expand domestically

     
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Joe Bannister, MFSA
From Financial Centres June 22, 2016

Malta’s growth challenged by custody conundrum

Increased regulatory costs have seen asset managers moving fund management operations to Malta, although global custodians tend to look elsewhere

John Spellman, IOM DED
From Financial Centres June 22, 2016

Innovation and diversification pivotal to Isle of Man’s future

Financial services remain a key pillar of the island’s economy but the government is determined not to put all its eggs in one basket

Marty Dobbins, State Street
From Financial Centres June 22, 2016

Funds and fintechs find Luxembourg an attractive base

Asset managers have long been using Luxembourg as a base for cross-border fund distribution but the Grand Duchy has found a new lease of life as a haven for tech-based start-ups

Eric Syz, Banque SYZ & CO SA
From Financial Centres June 22, 2016

Switzerland struggles to find new role in post-secrecy world

The Swiss must play to their strengths as well as develop new expertise if they are to have any chance of regaining former glories

Patrick Rivière, La Française
From Financial Centres June 22, 2016

Political uncertainty provides Paris with new lease of life

While the French government has not always been supportive of growing its financial services sector, Paris is gradually waking up to opportunities for expansion

Mark Haefele, UBS Wealth Management

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Peter Branner, SEB

Need for one-stop solution means multi-asset funds far from a fad

Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Craig Arenhold, StatPro South Africa
From Wealth Management / Private Banking June 8, 2016

Best to invest overseas warn South Africa’s wealth managers

South Africa’s private banks may excel in their use of technology, but the country itself faces myriad economic and political problems

Nick Levitt, HSBC
From Wealth Management / Private Banking June 3, 2016

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

David Lai, Eastspring
From Wealth Management / Profiles June 1, 2016

Teething problems inevitable as China opens up, says Eastspring

The Chinese authorities’ attempts to manage a deteriorating economy should improve with experience, says Eastspring’s fixed income director David Lai

Gina Miller, SCM Private
From Comment / Great Debate May 19, 2016

Would the UK be better off outside the EU?

Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Gordon Moore, Intel
From Asset Allocation / ETFs May 17, 2016

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

From Fund Selection June 17, 2016

Fund selection - June 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 Comment / Consultants' Corner May 16, 2016

How closer engagement with clients can boost performance

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

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