Investors must lower their expectations and look beyond traditional asset classes
Current equity valuations could make this an attractive entry point for investors
The Grand Duchy is Europe’s leading investment funds domicile and now plans to make inroads into China and Latin America
Oil prices are unlikely to recover anytime soon, so how should investors be responding?
Private banks must strike a balance between technology and the human touch to fulfil client needs says UBS' Jürg Zeltner
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
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
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?
Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider
Opinions are divided among the wealth management community over whether the rise of robo-advice is something to be feared or embraced
Investors are attracted by the possibility of getting both diversification benefits and positive returns through multi-strategy hedge funds
The ambitious online wealth manager Nutmeg has switched to an in-house back office system provided by Babel Systems
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?
ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them
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
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
Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques
Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters
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
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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