Professional Wealth Managementt
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

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. 

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 

                       
                         
                   
                         
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
                                     
Elisa Trovato web
From Comment November 14, 2019

Private View Blog: Are billionaires a force for good?

The wealthiest members of society are both celebrated as job creators and vilified as a symptom of a society which badly needs reform

Elliot Smither web
From Comment October 31, 2019

Private View Blog: Concierge services just the ticket for private banks looking to stand out from the crowd

Advances in technology have made it possible for concierge services to be integrated into wealth managers’ offerings, bringing benefits to both private banks and their clients

PWM 1019 cover
From Comment / Editor's Analysis November 1, 2019

US ‘Superbanks’ leave Swiss rivals redrawing strategies

While US private banks have used the huge wealth generated by a booming economy to transform themselves, European players, and the Swiss in particular, are having to overcome multiple headwinds. One thing is certain though: the successful firms of tomorrow will be the ones who put clients firmly at the heart of their business

Caribbean on top
From Special Reports August 19, 2019

The 2019 CBI Index: Key findings - Caribbean remains on top

The CBI Index’s key findings present an evaluation of each country both overall and within the parameters of the seven pillars

Toolkit
From FinTech October 25, 2019

Fintech on Friday: The new era of portfolio management toolkits

A new range of technology tools is now available to help wealth managers manage private clients’ money in a more efficient manner

Krzysztof Bratos
From Financial Centres / Europe / Poland October 28, 2019

How leading Polish private banks have become clients’ trusted partners

Although still fairly new by European standards, the Polish private banking sector is proud of its 25-year-long history. But things have changed since it all started in the early 1990s and the offer is much closer to Swiss and British private banks’ than you may think, writes Krzysztof Bratos, Head of Private Banking, mBank 

Yuri Bender web
From Comment October 3, 2019

Private View Blog: Ukrainian assets have foreign investors circling

Family offices, venture capital funds and other investors hungry for yield see plentiful opportunities in Ukraine, especially in its ports, agriculture and technology sectors. But the risks remain, not least over central bank independence and future relations with Vladimir Putin’s Russia   

Elisa Trovato web
From Asset Allocation / Thematic Investing October 17, 2019

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

PWM 0819 cover
From Asset Allocation / Portfolio Management August 21, 2019

Putting some passion into portfolios

Investment grade collectibles offer not only the joy of ownership but diversified returns and a hedge against inflation. Yet with markets like fine art opaque and illiquid, access to advice is essential 

Elisa Trovato web
From Asset Allocation / Sustainable Investing September 5, 2019

Private View Blog: Why ‘greenwashing’ funds benefits no one

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

PWM 0819 cover
From Comment / Editor's Analysis August 15, 2019

Hong Kong cries out for strong and honest leadership

The civil unrest going on in Hong Kong is nothing new, rather part of a long history of protest which has previously led to social reforms. But with a looming threat of Chinese intervention, the hope is that the territory’s leaders engage in dialogue with civil society to maintain the city’s advantages as a financial centre

Data globe
From FinTech October 11, 2019

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

From Fund Selection November 11, 2019

Fund selection - November 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 Fund Selection October 15, 2019

Fund selection - October 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

Daniel Bilak, Chairman of UkraineInvest and Kyiv Mayor Vitali Klitschko talk about the attractions of investing in Ukraine since the 2014 Revolution, which changed both the political and economic climate.

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