Hedge funds may be gradually opening themselves up to scrutiny but prospective investors must ensure their own rigorous due diligence process is in place before any decision to allocate capital is made
Which of the Bric economies offers the best investment opportunities?
Global macro trends make the agriculture theme an attractive bet for long-term investors
Greece's plight is back in the headlines, but would a default and euro exit really be as devastating as some claim?
Bank Of Georgia insist the country makes an attractive base for yield-hungry wealthy individuals
Emerging markets may have struggled of late but equities look to be good value and many companies have successfully implemented reforms which should make them more profitable going forward
Technology providers and custodians are battling to create the innovative systems needed to give private clients the efficient online reporting systems they demand
International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex
PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world
Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks
Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection
If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers
What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business?
The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt
Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset
PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK
Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play
The future of portfolio management
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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