Professional Wealth Managementt
Eric Syz, Banque SYZ & CO SA
From Asset Allocation / Alternatives August 29, 2017

Unquoted assets at forefront of renewed interest in alternatives

Wealthy clients are increasing allocations to private equity and real estate, although appetite for hedge funds remains well below its pre-crisis peak

Katie Nixon, Northern Trust
From Asset Allocation / ETFs August 23, 2017

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Christoffer Malmer, SEB
From Regulation August 29, 2017

Is MiFID II a headache or an opportunity for private banks?

With the new Markets in Financial Instruments Directive coming into force in January, what will the impact be on private banks? Christoffer Malmer from SEB, LGT's Thomas Piske and Uner Nabi from EY give their views

                   
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Cyprus: a financial hub for europe and the middle east                 Fund management companies and what they can offer - spotlight on Luxembourg       A hub for financial products - spotlight on Malta
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From Wealth Management / Private Banking August 22, 2017

Could private bankers become the new ‘Masters of the Universe’?

Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

Campbell Fleming, Aberdeen
From Fund Managers / Distribution August 24, 2017

Aberdeen-Standard Life tie-up a ticket to giants’ playground

The merger between Aberdeen and Standard Life should  provide a more diversified service to clients, believes Campbell Fleming, the man chosen to run the sales side  

Stephan Hug, Credit Suisse
From FinTech August 18, 2017

Building a front-to-back digital infrastructure

Wealth managers must have robust back-end technology systems in place if their client facing platforms are to operate efficiently

Jean-Francois Mazaud, SocGen
From Wealth Management / Private Banking August 22, 2017

Political transformation adding to French renaissance believes SocGen

Optimism is running high in both the political and financial systems in France, says Société Générale’s private banking supremo Jean-Francois Mazaud

Nicolas Campiche, Pictet Alternative Advisors
From Asset Allocation / Alternatives August 29, 2017

Higher interest rates to boost hedge funds but fees must be fixed

Allocations to private assets have swelled in recent years, but with the sector getting expensive, hedge funds are beginning to look more attractive

Fergus Slinger, iShares
From Asset Allocation / ETFs August 23, 2017

Going gets tough for squeezed middle in European ETF battleground

The European ETF market is dominated by a handful of huge players and a long tail of smaller firms. Is it ripe for consolidation?

Katie Nixon, Northern Trust
From Asset Allocation / ETFs August 23, 2017

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Assorted passports
From Financial Centres June 28, 2017

CBI schemes can prove passport to stability in an uncertain world

CBI schemes are attracting a huge amount of interest among wealthy families and the institutions serving them, but they are not without controversy

Rachel Harrington, Coutts
From Wealth Management / Business Models June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

PWM Cover 0617
From FinTech June 20, 2017

Private banks’ tech transformation gathers pace

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

Patrick Barnert, Qumram
From FinTech July 14, 2017

Fintech on Friday: omni-channel under MiFID II – eradicating risks and ramping up revenues

Documenting client communications is now a top regulatory concern for wealth managers, but addressing this thorny compliance challenge can actually yield big business benefits

Mark Mobius, Franklin Templeton
From Asset Allocation / Equity June 19, 2017

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

From Fund Selection September 15, 2017

Fund selection - September 2017

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 August 24, 2017

Customisation is king for Asia’s empowered investors

Having experienced the benefits of customisation in other areas of their lives, wealthy investors now demand a more personalised service from private banks

Latest PWM video

    Digital transformation in private banking is aimed at both staff and clients, with firms taking a cautious route away from spreadsheet-style systems, to provide a new suite of apps and social networking tools to attract clients.

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