Professional Wealth Managementt
Shaun Port, Nutmeg
From Wealth Management / Profiles August 3, 2015

Nutmeg’s online offering cracks UK wealth market

Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder 

Luca Paolini, Pictet Asset Management

Central banks and geopolitical risk dominate investment markets

Do central bank actions or geopolitical developments have a greater impact on markets?

Eduardo Gutierrez, Development Partners International
From Asset Allocation / Alternatives July 29, 2015

Private equity can help bring good governance to Africa

African business owners with expansion plans are increasingly realising they need to professionalise the way they operate, in order to draw capital and increase the firm’s value

     
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Supriya Menon, Pictet
From Asset Allocation / Equity July 15, 2015

Equities offer best route to play macro themes

With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk 

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Facing the twin threats of inflation and deflation

Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?

PWM 0715 cover
From Comment / Editor's Analysis July 2, 2015

Local banking scene not enough for ‘national champions’

As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow

Alan Higgins, Coutts

Fears of deflation overblown

Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins

Anthony Cragg, Wells Fargo

MINT a meaningless acronym for four disparate countries

Individually, Mexico, Indonesia, Nigeria and Turkey contain a great deal of value. But they have nothing in common

Jan Dehn, Ashmore

Frontier markets: a good time to take the long view

Frontier markets are volatile, but offer stronger longer-term returns to investors

Mark Mobius, Templeton

Opening up frontier markets

As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls

Lisa Vizia, Saffery Champness
From Financial Centres June 18, 2015

Guernsey’s international outlook reaps rewards

Guernsey’s financial services industry retains its historic links to London but is now managing to attract clients from much further afield, while also moving up the value chain

Sebastian Dovey
From Comment / Consultants' Corner June 12, 2015

Is Usain Bolt the answer for Asian wealth management?

Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients

Markus Stadlmann, Lloyds
From Wealth Management / Profiles June 11, 2015

European and Japanese equities top Lloyds hitlist

It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia 

Nick Lyster, PGI
From Wealth Management / Profiles June 11, 2015

Principal Global Investors senses opportunity amid sub-advisory surge

The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target

Olivier Carré, PwC Luxembourg n
From FinTech June 7, 2015

Custodians’ collaboration key to integrated reporting

Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side

From Fund Selection July 16, 2015

Fund selection - July-August 2015

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

Domestic demand drives Eastern Europe’s recovery

Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

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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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