Professional Wealth Managementt
Belinda Aspinall, Northern Trust
From Wealth Management / Profiles July 10, 2018

Northern Trust sets sights on Europe and Middle East

Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall

Rob Harris, Majedie
From Fund Managers July 4, 2018

Majedie mindset thrives on breaking free from benchmarks

Smaller investment firms are liberated by being able to take an unconstrained approach to investing, explains Rob Harris of London-based boutique funds house Majedie

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology

Although some private banks have made great strides in transforming their business models for the digital era, the inaugural Wealth Tech Awards process showed the majority still have a long way to go

                   
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Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east       Fund management companies and what they can offer - spotlight on Luxembourg
Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners' profiles

      

James Chen teaser
From Wealth Management / Family Offices May 9, 2018

Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners and highly commended

PWM's inaugural Wealth Tech Awards contains 25 global and regional categories, rewarding 22 institutions for their ability to use technology to transform their business models and contributing to drive growth, support advisers, enhance brand and improve client experience

PWM cover 0618
From Awards June 14, 2018

Banks could learn lessons from innovative CIOs

Only a handful of private banks have truly embraced the realities of the tech revolution, although their chief investment officers have long been targeting the themes which underpin the evolution of a digital society

Jonathan Wyatt, Protiviti
From FinTech March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Taimur Baig, DBS Bank
From Asset Allocation / Equity June 6, 2018

Are emerging markets set for a new taper tantrum?

A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?

Anjalika Bardalai, TheCityUK
From Financial Centres June 6, 2018

A tale of two cities: London and Paris battle for fund supremacy

The French and UK capitals are both running initiatives designed to raise the profiles of their asset management industries with domestic and external audiences  

Mark Lewin, IOM
From Financial Centres June 6, 2018

Isle of Man’s digital dreams

Although financial services remain a key component of the Isle of Man economy, technology is increasingly important to the island's future

Abhishek Sharma, Foundation Holdings
From Financial Centres April 11, 2018

Gulf states experience growing pains as region transforms

The Gulf states and the family run businesses, where much of the region’s wealth is concentrated, are confronting similar challenges as both face up to an era of change

Amin Rajan, Create
From FinTech May 24, 2018

Fintech on Friday: Alternative investments deal with digital disruption

Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector

Ryan Blute, Pimco
From PWM Research / Sub-Advisory April 17, 2018

Sub-advisory evolves to meet distributors’ rising demands

Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector

Greek flag
From Wealth Management / Private Banking April 11, 2018

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

From Fund Selection July 11, 2018

Fund selection - July 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 Regulation May 8, 2018

Regulation a chance to better align interests of clients and their advisers

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

Latest PWM video

Assessing the factors driving digitalisation of wealth management, including costs, improving the customer experience and the challenges that private banks have to face on the innovation journey.

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