Professional Wealth Managementt
Denise Voss, Alfi
From Financial Centres February 26, 2018

ESA proposals could harm European fund industry warns Luxembourg fund body

The European Commission’s proposals to strengthen financial supervision are likely to prove costly and are trying to fix a problem that doesn’t exist, according to Alfi

Daryl Liew
From Wealth Management / Private Banking February 21, 2018

Asian private banks struggle to bridge talent gap

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Bitcoin 0218
From FinTech February 23, 2018

Should investors stay well away from bitcoin?

Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing

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Luigi Marciano, Objectway
From FinTech March 9, 2018

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

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From Comment / Editor's Analysis February 21, 2018

Asia can set tails wagging in Chinese Year of the Dog

There are huge opportunities to be found across Asia, but both local and global investors risk missing out 

Jane Sloan, iShares
From Asset Allocation / ETFs February 21, 2018

Smart beta strategies start to gain traction

The ETF industry is growing in size, with previously niche areas such as fixed income and smart beta reaching a wider audience than ever before

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Asia and emerging markets predicted to enjoy strong year

Most private banks expect Japanese equities to continue to perform in 2018, with European stocks also expected to do well

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Impact of technology key long-term play for wealth firms

More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high

Bitcoin teaser
From FinTech January 26, 2018

Bitcoin just the tip of blockchain iceberg

The skyrocketing value of bitcoin may have been getting all the attention, but behind the virtual currency sits an emerging crypto economy that is only getting bigger

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From Wealth Management / Private Banking January 2, 2018

Building a wealth proposition around women

Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

Amy Lo, UBS
From Wealth Management / Business Models January 2, 2018

Chinese wealth managers put faith in family values

The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Brooks Ritchey, K2 Advisors
From Asset Allocation / Alternatives January 2, 2018

Fears over public markets add to alternatives’ appeal

Investors are looking to private equity, hedge funds and real estate to both protect themselves from any stockmarket sell-off and to generate returns, while providers are responding by finding new routes into the market

World of wealthcraft
From FinTech January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

Chingyee Yau, HSBC Private Banking
From Wealth Management / Business Models January 2, 2018

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

Stephanie Luedke, Citi Private Bank
From Wealth Management / Business Models January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

From Fund Selection March 7, 2018

Fund selection - March 2018

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 February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

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