Professional Wealth Managementt
Mike Le Garignon, Société Générale Securities Services
From FinTech February 12, 2016

Custody banks finding opportunities in wealth management arena

Société Générale is among those who believe boutiques are keen to outsource client reporting, custody, clearing and settlement to third party providers

Manuela Sperandeo, iShares
From Asset Allocation / ETFs January 28, 2016

Technology fundamental to the rise of smart beta strategies

Technology has proved to be a driving force behind the rise of smart beta, both in terms of developing the strategies themselves and in distributing the products that put them to use

New year resolutions - Getty
From Asset Allocation / Portfolio Management January 15, 2016

Five new year resolutions to weather market turbulence

Investors must lower their expectations and look beyond traditional asset classes 

     
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From Comment / Consultants' Corner January 14, 2016

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

Salman Ahmed, Lombard Odier Investment Managers
From Asset Allocation / Portfolio Management January 20, 2016

China’s economy slowing but far from freefall

The Chinese economy is being restructured and the current slowdown is largely a reflection of this transition, while policymakers have plenty of room for manoeuvre 

Bertrand Gacon, Lombard Odier
From Due Diligence January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Simon Smiles, UBS
From Asset Allocation / Portfolio Management December 17, 2015

Outlook for 2016: Risk assets still attractive, but expect higher volatility

European and Japanese stocks are predicted to outperform wider global equities next year and is there finally light at the end of the tunnel for emerging markets?

David Zahn, Franklin Templeton Investments
From Asset Allocation / Portfolio Management December 10, 2015

How can European investors generate income in a low interest rate, high volatility environment?

Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

Janine Menasakanian, Vanguard
From FinTech December 9, 2015

Wealth managers’ mixed feelings over impact of robo-advisers on the industry

Opinions are divided among the wealth management community over whether the rise of robo-advice is something to be feared or embraced

Dan Kemp, Morningstar
From Asset Allocation / Alternatives December 9, 2015

Multi-strategy hedge funds capture investors’ imagination

Investors are attracted by the possibility of getting both diversification benefits and positive returns through multi-strategy hedge funds 

Steve D'Souza, Babel
From FinTech December 4, 2015

Nutmeg’s new in-house back office promises greater efficiency

The ambitious online wealth manager Nutmeg has switched to an in-house back office system provided by Babel Systems 

Sukumar Rajah, Franklin Local Asset Management Group
From Asset Allocation / Portfolio Management December 3, 2015

Should investors bet on India or China?

India is predicted to become the world’s fastest growing economy, while China’s has been slowing down, but what does the future hold for these countries and how should investors be positioned?

Bill Vasilieff, Novia
From Asset Allocation / ETFs November 27, 2015

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

Jeroen Rijpkema, ABN Amro
From Wealth Management / Profiles November 23, 2015

ABN Amro concentrates on quality over quantity

Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each

Bernard Aybran, Invesco
From Asset Allocation / Fixed Income November 25, 2015

Is there any point in holding fixed income funds any more?

Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity 

From Comment / Consultants' Corner December 15, 2015

Can Credit Suisse’s social network for the wealthy succeed?

The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users  

From Fund Selection January 14, 2016

Fund selection - February 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

Using options in 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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