Professional Wealth Managementt
Amin Rajan
From Comment / Consultants' Corner January 23, 2015

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

James Goodchild, Westbury
From Wealth Management / Profiles January 12, 2015

New kid on the block Westbury out to provide tailored fit for private clients

Westbury Private Clients' CIO James Goodchild believes some of the best opportunities for those seeking value are to be found in big-name, undervalued, and easily accessible, stocks

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From Regulation January 12, 2015

Which regulations will impact private banking?

PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector 

     
PWM Expert Series
 
 
Watch the latest videos from our Expert series
     
     
Investing in emerging markets  Demystifying convertible bonds Investing in European equities
Gina Miller, SCM Private
From Wealth Management / Profiles January 9, 2015

SCM Private believes investors hungry for a spot of digital DIY

SCM Private’s Gina Miller is passionate about bringing more efficient investment solutions to a wider audience, while admitting the firm’s new digital offering has needed improvements

Peter Raskin, Berenberg
From Wealth Management / Profiles January 7, 2015

Berenberg battles for bigger slice of global private banking business

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

Olivier Crespin, DBS
From Wealth Management / Private Banking January 7, 2015

Asia able to focus on path ahead

Digitalisation is the key to both improving customer support and boosting adviser productivity, says Olivier Crespin, group head Digital Bank at Singapore-based DBS

PWM 1214 cover
From Wealth Management / Family Offices December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

Mike Chochon, PrairieSmarts
From Wealth Management / Private Banking December 9, 2014

Digital revolution in private banking

Digitalisation has the potential to improve access for clients and make banks more efficient, but wealth managers need to embrace these deep-rooted changes wholeheartedly or risk losing out to competitors

Tim Huver, Vanguard
From Asset Allocation / ETFs December 9, 2014

Providers rush to meet demand for fixed income ETFs

ETFs continue to enjoy record inflows with investors using them for both short-term trading and long-term positions, while providers are offering ever more innovative products

Jean-Sylvain Perrig, UBP
From Asset Allocation / Portfolio Management December 1, 2014

Investors seek firm footing as market turbulence returns

Markets are likely to become more turbulent as quantitative easing draws to a close and wealth managers intend to offer client portfolios some protection

From Comment / Consultants' Corner January 13, 2015

The drive to put clients at heart of wealth management

Wealth managers claim to put clients first, but most could do much more. Recruiting heads of client experience would help quicken the pace of change

From Fund Selection December 16, 2014

Fund selection - December 2014/January 2015

Each month in PWM, 9 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

Chapter 1 of 4: Investing in emerging markets - Outlook for 2015

 

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners.

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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