Professional Wealth Managementt
Elliot Smither web
From Comment January 23, 2020

Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

Pile of banknotes
From Wealth Management / Private Banking January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

PWM 1219 cover web
From Comment / Editor's Analysis December 17, 2019

Banks out to prove they are in the same decade as clients

Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships

                       
                         
                   
                         
A new era for diversified investments         Working with the next generation            
Fixed income investing
                                     
                                   
                                     
                               
                                     
Facilitating global flows through Jersey                 Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east
                                     
                                     
                                   
                                     
                               
                                     
ETF trends in the late bull run                 The wealthtech revolution                 The rise of fixed income ETFs
                                     
Jud Bergman, Envestnet
From FinTech December 20, 2019

Fintech on Friday: How Envestnet blazed a tech trail for wealth management

In the 20 years since its foundation, Envestnet’s tech offering grew to service around a third of the US market by marrying demand with strategic developments

Elisa Trovato web
From Comment December 18, 2019

Private View Blog: Want to boost performance? Hire more women

There is evidence funds could boost performance by increasing the gender diversity of their management teams, but change is proving a slow process

Stuart Parker, PGIM Investments
From Fund Managers / Distribution December 16, 2019

PGIM keeps faith with its ‘village of boutiques’ model

PGIM Investments plans to expand its distribution network in Europe, says CEO Stuart Parker, believing investors value its multi-brand approach

Kevin Barr, SEI Investments
From Fund Managers / Distribution December 16, 2019

SEI identifies partnership potential in far-flung lands

US firm SEI Investments, whose push into wealth management is built around reducing costs for partners, sees greater opportunities in Europe and Asia than back home 

Harriet Steele, Hermes
From Asset Allocation / Thematic Investing December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

Daniel Freedman, London & Capital
From Wealth Management / Private Banking December 17, 2019

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

GPBA 2019 logo teaser
From Awards October 31, 2019

Global Private Banking Awards 2019: Winners and highly commended

This year’s Global Private Banking Awards, now in their 11th edition, have attracted 130 participants from around the world. 

Elisa Trovato web
From Comment November 28, 2019

Private View Blog: Private equity - why it pays to get women in on the deal

Deals finalised by a gender-diverse investment committee outperform those led by male-only teams, yet the private equity industry continues to struggle to attract women

Elizabeth Warren
From Financial Centres / Americas & Caribbean / USA November 11, 2019

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

Benjamin Cavalli, Credit Suisse
From Wealth Management / Profiles November 1, 2019

Integrated model puts Credit Suisse on front foot in Asia

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

PWM 1019 cover
From Awards October 31, 2019

Global Private Banking Awards 2019 - Analysis: US private banks in tune with client-centric world

PWM’s annual private banking awards see a strong showing from leading US banks which are combining technological innovation, customer service and business acumen, in stark contrast to their risk-averse European rivals 

Tatjana Greil-Castro, Muzinich & Co
From Asset Allocation / Fixed Income October 28, 2019

Investors re-evaluate bonds in light of negative yields

With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets

From Fund Selection January 14, 2020

Fund selection - January 2020

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 December 16, 2019

Fund selection - December 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

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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