Access to private markets is being increasingly democratised for individuals and family offices, but many are not yet taking advantage
Latest News
Lower tiers of wealth pyramid a potential goldmine for wealth managers
Wealth managers must reduce costs and build scalable business models to successfully tap into less affluent client segments
Real estate feels impact of interest rates and inflation
Listed real estate funds have been hammered by rising rates although property is attracting attention as a hedge against inflation
EU’s loss is Caribbean islands’ gain in CBI stakes
Changing regulations have seen the levels of compliance and due diligence in citizenship by investment schemes strengthened
Wealth Tech Awards 2022: Private banks’ digital metamorphosis
The wealth industry has realised digital expertise is essential across both portfolio management and customer relationships
From
Asset Allocation
/ Alternatives
Private View Blog: Investors must look beyond public markets to achieve true diversification
From
Wealth Management
/ Business Models
Compounding crises keep Pictet’s philanthropy unit on its toes
Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever
From
Special Reports
The 2022 CBI Index: Due diligence and its vital role for the CBI Industry
A group of industry experts discuss the importance of stringent checks in protecting not only CBI jurisdictions’ reputations, but their citizens’ safety too. Sponsored by CS Global Partners
From
FinTech
Are cryptocurrencies the future of finance?
Anders Kvamme Jensen of the AK Jensen Group and Max Thowless-Reeves, founding partner and CIO, Sorbus Partners break down the advantages and disadvantages of cryptocurrencies
From
Wealth Management
/ Business Models
Financial firms prepare for changing of generational guard
Having an open and frank discussion about investment objectives is a key part of successful succession planning
From
FinTech
‘Perfect storm’ of personal investing and technology transforms wealth market
BlackRock’s UK distribution supremo Joe Parkin explains how people having to take responsibility for their retirement has changed how the wealth industry serves its customers
From
Comment
Royal Family teaches wealth managers a lesson in succession planning
Following the death of Queen Elizabeth, the wealth management industry will watch the handover of responsibilities from one generation to the next with interest
From
Comment
Banking leaders pay tribute to Queen Elizabeth II
Senior figures in the financial services industry from around the world have been paying tribute to the Queen, who has died aged 96
First Sentier Investors takes its new name into new markets
The Australian asset management group, now under the ownership of Mitsubishi, is pushing its core specialities of global property and global listed infrastructure to an international audience
From
FinTech
Fintech on Friday: Focusing on the customer, not the product, to win back trust
JP Morgan’s Kelli Keough talks to PWM about how analysing the behaviour of investors can help boost the relationship with advisers in a more client-centric future
From
Asset Allocation
/ Equity
Private View Blog: Short-term disruptions mask equities' longer-term strengths
Equity markets may be facing several short-term challenges, but the longer term picture is brighter, argues Anik Sen from PineBridge Investments
From
Wealth Management
/ Private Banking
Mediolanum’s multi-channel approach stands test of time
The Italian firm believes younger cohorts of clients will come to appreciate its advice-led business model
From
Wealth Management
/ Business Models
Bankers should be pillars of society believes BNY Mellon
BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase
From
Asset Allocation
/ Equity
Wary investors seek private assets as new source of ESG returns
Yuri Bender talks to Markus Pimpl, managing director of private wealth, Europe & Asia, at Partners Group, about the attractions and challenges of this in vogue asset class
From
Comment
/ Editor's Analysis
Wealth managers must not forget their physical roots
While wealth managers need to embrace huge changes taking place in the social and technological spheres, they should not forget the importance of face-to-face advice
From
Fund Selection
Fund Selection - September 2022
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
Fund Selection
Fund Selection - August 2022
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
THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE
Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.
Global Private Banking Awards 2022
PWM Digital Edition (August/September 2022)
Wealth Tech Awards 2022
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