The CBI Index’s key findings present an evaluation of each country both overall and within the parameters of the seven pillars
Latest news
CBI a valuable tool for those who see themselves as global citizens
Wealthy individuals seek second citizenship for a number of reasons while the benefits for host nations can be considerable
Putting some passion into portfolios
Investment grade collectibles offer not only the joy of ownership but diversified returns and a hedge against inflation
Bright spots remain despite gloomy European outlook
Multiple headwinds are buffeting European companies, yet opportunities can be found
Hong Kong cries out for strong and honest leadership
The civil unrest in Hong Kong is nothing new, rather part of a long history of protest which has previously led to reforms
Legal & General branches out into European retail market
Already a major player in the institutional space, LGIM has been taking great strides in the European retail space
From
Asset Allocation
/ Alternatives
August 21, 2019
Investors ready to stomach illiquidity in search for returns
Low yields from fixed income and an ageing bull market are pushing investors into alternative asset classes such as private equity and hedge funds
From
FinTech
August 16, 2019
Fintech on Friday: How technology can deliver enhanced client value
Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right are considerable
From
Comment
August 8, 2019
Private View Blog: Price is icing on cake of sub-advisory relationships
Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors
From
FinTech
August 2, 2019
Fintech on Friday: Isle of Man opens its arms to blockchain enterprises
The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island
From
Awards
June 27, 2019
Wealth Tech Awards 2019: Banks finally ready to press start button on tech transformation
Private banks are at last devoting significant resources to meeting the digitalisation challenge, with the most successful in PWM’s Wealth Tech Awards being those bringing both clients and external fintechs into the process
From
Asset Allocation
/ Equity
June 24, 2019
Can emerging markets sail through trade storms?
The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable
From
Awards
June 27, 2019
Wealth Tech Awards 2019: Winners and highly commended
Close to 50 banks entered PWM's second annual Wealth Tech Awards, with prizes handed out in 40 categories. The winners and highly commended banks are listed below
From
Wealth Management
/ Business Models
April 15, 2019
Impact investing blooms into life
Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?
From
Comment
July 24, 2019
Private View Blog: Wallabies and springboks thriving on Isle of Man
South African investors and expats see the Isle of Man as safe haven for both their asserts and their families
From
FinTech
July 19, 2019
Fintech on Friday: Vendors partner up to meet needs of wealth managers
Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit
From
Wealth Management
/ Profiles
June 27, 2019
Banca Generali’s focus shifts to foreign fields
The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa
From
FinTech
July 5, 2019
Fintech on Friday: Using technology to open up new revenue streams
Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable
From
FinTech
June 21, 2019
Fintech on Friday: Citi sees no need for warp speed on digital journey
Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing
From
Fund Selection
August 15, 2019
Fund selection - August 2019
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
July 22, 2019
Smoothing the succession path for entrepreneurs
Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners
Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.
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