Professional Wealth Managementt
Michael Blake, UBP
From Wealth Management / Profiles December 17, 2018

UBP bets on Hong Kong hub to open up Asia

Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

Robin Geffen, Neptune
From FinTech February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Alain Berry, Amundi
From Fund Managers / Distribution December 17, 2018

Innovative solutions add to attraction of boutique fund firms

Large houses continue to dominate asset flows, but smaller fund managers offering appealing products are very much in demand

                   
PWM Spotlight series new logo
               
                 
                 
Watch the latest videos from our Spotlight Series                
                           
                     
                           
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
Garmin
From Comment / Consultants' Corner January 14, 2019

Getting inside clients' heads helps wealth managers build better brands

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Singapore
From FinTech December 17, 2018

Hong Kong and Singapore face off over fintech

In terms of technology, Hong Kong has fallen behind both mainland China and rival Singapore. But the territory has a habit of reinventing itself

Frank Zhang, China AM
From Wealth Management / Private Banking December 17, 2018

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

Michael Gruener, BlackRock
From Fund Managers / Distribution December 17, 2018

Broad menu benefits BlackRock but performance remains key

BlackRock’s Emea retail boss Michael Gruener aims to deepen relationships with the firm’s biggest clients while also picking up new business from smaller banks 

data on screen
From FinTech January 11, 2019

Fintech on Friday: Portfolio management systems adapt to new era

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era

PWM 1218 cover
From Comment / Editor's Analysis December 17, 2018

Focus on ‘will of the people’ misses bigger Brexit picture

Much of the talk around the ongoing Brexit process ignores the importance of trade and the myriad benefits of closer relationships with neighbouring countries

Fahad Kamal, Kleinwort Hambros
From Asset Allocation / Alternatives December 17, 2018

Promise of a smoother ride boosts interest in alternatives

Alternative investments such as private equity and hedge funds promise returns that are uncorrelated to increasingly turbulent public markets. Should those who can gain access be boosting allocations?

Alain Berry, Amundi
From Fund Managers / Distribution December 17, 2018

Innovative solutions add to attraction of boutique fund firms

Large houses continue to dominate asset flows, but smaller fund managers offering appealing products are very much in demand

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

PWM 1118 cover
From Awards November 8, 2018

Global Private Banking Awards 2018 - Analysis: US private banks spread their wings

Citi unseating UBS for top spot in PWM’s annual private banking awards is indicative of a wider trend of US institutions’ increasingly ambitious global plans

From Fund Selection January 16, 2019

Fund selection - January 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 FinTech January 4, 2019

Fintech on Friday: Wealth managers’ digital strategies due an upgrade

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

Latest PWM video

Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018