Bart-Jan Van Der Linde, Société Générale Private Banking
Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up
Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation
Francis Frecentese, Global head of hedge fund research, Citi Private Bank
At the most basic level, there are typically only two ways to potentially generate a return on an investment in a financial instrument. First, one can passively collect a risk premium (beta). Second, one can actively extract money from other market participants (alpha).
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared
Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever