Professional Wealth Managementt
Farouk Saidji, Mirabaud Asset Management
From Due Diligence April 17, 2015

Avoiding the black sheep of the hedge fund universe

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

Archil Gachechiladze, Bank of Georgia
From Wealth Management / Profiles April 1, 2015

Global investors with Georgia on their minds

Clients may worry about the proximity and influence of its Russian neighbour, but Bank Of Georgia’s Archil Gachechiladze insists the country is an attractive base for yield-hungry wealthy individuals

Osamu Yamagata, Aberdeen Asset Management
From Asset Allocation / Equity March 30, 2015

Upbeat investors continue to back developing regions

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

     
PWM Expert Series
 
 
Watch the latest videos from our Expert series
     
     
The future of asset allocation Investing in emerging markets Demystifying convertible bonds
Michael Le Garignon, SocGen
From FinTech March 30, 2015

New players drag data delivery in wealth management world into digital era

Technology providers and custodians are battling to create the innovative systems needed to give private clients the efficient online reporting systems they demand

James Quarmby, Stephenson Harwood
From Wealth Management / Private Banking March 27, 2015

The globalisation of wealth

International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex

© Alexandre Guirkinger
From Roundtables March 25, 2015

Roundtable: Out with the old asset allocation models and in with the new

PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world

Steven Fradkin, Northern Trust
From Wealth Management / Profiles March 25, 2015

Northern Trust sees room for old firms in 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

Tobias Wehrli, UBS
From Wealth Management / Private Banking March 24, 2015

Post-secrecy spotlight on succession planning

Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection 

Timothy Tate, Citi Private Bank
From Wealth Management / Private Banking March 23, 2015

Wealth transfer: Looking after the next generation

Wealth managers have struggled with digital engagement but must raise their game if they are to meet the expectations of an upcoming youthful cohort of potential clients

Laurent Auchlin, Lombard Odier
From Wealth Management / Profiles March 17, 2015

Lombard Odier values freedom of life in the open

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

Ask the experts logo
From Wealth Management / Private Banking March 10, 2015

Grabbing a bigger slice of the world wealth pie

What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business? 

Ed Cowart, Nordea
From Asset Allocation / Equity March 6, 2015

Investors worried US market could run out of steam

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

Amit Pau, Ariadne Capital
From FinTech March 2, 2015

Onboarding less painful thanks to digital drive

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

Philip Philippides, Amundi
From Roundtables March 4, 2015

Evolution of ETFs creating both obstacles and opportunities

PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios 

PWM 0415 cover
From Asset Allocation / Portfolio Management March 23, 2015

Modern portfolios cry out for a touch of spice

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

From Fund Selection April 14, 2015

Fund selection - April 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

From Comment / Consultants' Corner March 19, 2015

Mature markets dominate surge in M&A valuations

The high levels of M&A in the wealth management sector reflect the pressure for firms to find profitable business models in an increasingly congested and regulated marketplace

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.

Join our community

           
 

We use cookies to improve site performance and enhance your user experience. If you’d like to disable cookies on this device, please see our cookie management page. If you close this message or continue to use the site, you consent to our use of cookies on this device in accordance with our cookie policy, unless you disable them.