Professional Wealth Managementt
Andrew Acheson, Pioneer
From Asset Allocation / Equity April 18, 2017

Trump trade stalls as market worries over policy delivery

US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?

Tom Rampulla, Vanguard
From Asset Allocation / Portfolio Management March 28, 2017

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

Terry Erisman, GridGrain
From FinTech May 12, 2017

Wealth managers slowly switching on to rewards of AI and machine learning

Technology can help portfolio managers beat the market and has huge potential on the client servicing side, but techno-phobic mainstream institutions need to undergo a cultural transformation if they are to reap the benefits

                   
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 Mario Bortoli, Euclidea
From FinTech May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Mary Pieterse-Bloem, ABN Amro

Why the return of diversification between asset classes is good news for investors

Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves

Lee Gardhouse, Hargreaves Lansdown
From Wealth Management / Business Models April 20, 2017

Size isn’t everything as fund performance beats brand

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Chris Bailey, Raymond James
From Asset Allocation / Portfolio Management April 20, 2017

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

Stéphane Corsaletti, Neuflize
From Fund Managers / Distribution April 20, 2017

Sub-advisory opens door to niche managers and bespoke products

Asset managers looking for higher transparency and exclusivity of distribution are finding the sub-advisory approach gives access to boutiques and helps them stand out from rivals

Jonathan Cohen, RoboCap
From FinTech April 20, 2017

Fintech on Friday: Financial services and robotics far from natural bedfellows

High net worth individuals should be more interested in the investment opportunities offered by robotics and automation than their impact on wealth management, claims Jonathan Cohen of RoboCap

Gregorz Konieczny, Franklin Templeton
From Financial Centres March 29, 2017

Romania showing glimpses of a brighter future

A forthcoming raft of privatisations and cheap labour costs are driving interest in Romania as an investment destination

Neel Mukherjee, Merrill Lynch
From Asset Allocation / Equity April 19, 2017

Pick-up in growth puts bank stocks back in favour

The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost

PWM 0417 cover
From Wealth Management / Business Models April 19, 2017

Clients and clampdowns drive banking revolution

Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients 

Beverley Sharp, Mercer
From Wealth Management / Business Models April 19, 2017

Less is more for private banks picking product providers

The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction 

John Beckett, New Fund Order
From FinTech April 7, 2017

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

H.E. Pierre Gramegna, Luxembourg Minister of Finance
From Financial Centres April 3, 2017

Luxembourg readies its response to political upheaval

A number of London’s financial services firms could well be looking for eurozone bases following Brexit, and Luxembourg is well positioned to take advantage. But the Grand Duchy is also worried about possible US protectionist moves

From Fund Selection May 9, 2017

Fund selection - May 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 April 28, 2017

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

Latest PWM video

    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    From PWM Research March 20, 2017

    Allocators sense opportunities in Europe and Japan

    Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

    Chart 6 growth opps

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