Wealth managers must do more to guide clients through complex changes brought about by RDR and other regulations
PWM spoke to three leading experts in order to try to determine the key challenges facing private banks
The eurozone is perilously close to slipping into deflation. How worried should investors be?
The consequences for Europe could be huge if the situation in Ukraine worsens
Stockmarkets had bet on Scottish voters rejecting independence so any rally is likely to be muted
Telus International’s Philippe Ougrinov and Paul O’Donnell of the Ogilvy Group discuss the link between corporate culture and success
Northill Capital’s CEO Jon Little discusses the benefits, and drawbacks, of starting up an asset management operation from scratch, and why he believes so many firms take the wrong approach
Clients crave the transparency and efficiency technology brings and those banks which are unwilling to adopt full online trading will suffer, believes David Ferguson of Nucleus Financial
Islamic finance is no longer just for Muslims and private investors are increasingly drawn to the diversification benefits and real assets these products target
Respondents to PWM’s eleventh annual sub-advisory research survey predict the use of third party managers will continue to grow while expecting an increase in the use of alternative assets
Money market funds have been hit hard by new regulations in both the US and Europe, but investors continue to utilise them as a useful diversification tool and a way of taking risk off the table
HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities
As investors warm to social impact bonds, private banks have a number of new vehicles in the pipeline
Impact investing seeks to create both social and environmental change alongside a financial return, but can these two ever go hand in hand or is this just philanthropy by another name?
Charged with raising the European profile of Asian firm Eastspring, Michele Bang admits she faces challenges in educating clients about the Asian growth story and in product distribution
Emerging markets are facing a tough economic environment but some countries are performing better than others, creating opportunities for investors
The difference in performance between private equity managers is much greater than in public markets, so investors must choose wisely before committing to what tend to be long-term relationships
Convertibles bonds may be more technical than bonds or equities , but can be tailored to investors’ needs and offer a good alternative to both asset classes, explains Skander Chabbi, head of the convertibles team at BNP Paribas Investment Partners.
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