Professional Wealth Managementt
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

Christophe Donay, Pictet
From Asset Allocation / Alternatives August 21, 2019

Investors ready to stomach illiquidity in search for returns

Low yields from fixed income and an ageing bull market are pushing investors into alternative asset classes such as private equity and hedge funds

Smartphone
From FinTech August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

                       
                         
                   
                         
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 August 8, 2019

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Isle of Man flag
From FinTech August 2, 2019

Fintech on Friday: Isle of Man opens its arms to blockchain enterprises

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

PWM 0619 cover
From Awards June 27, 2019

Wealth Tech Awards 2019: Banks finally ready to press start button on tech transformation

Private banks are at last devoting significant resources to meeting the digitalisation challenge, with the most successful in PWM’s Wealth Tech Awards being those bringing both clients and external fintechs into the process

Renata Klita, L&C
From Asset Allocation / Equity June 24, 2019

Can emerging markets sail through trade storms?

The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable  

Wealth-Tech-logo-2019-web
From Awards June 27, 2019

Wealth Tech Awards 2019: Winners and highly commended

Close to 50 banks entered PWM's second annual Wealth Tech Awards, with prizes handed out in 40 categories. The winners and highly commended banks are listed below

Wealth-Tech-logo-2019-web
From Awards June 27, 2019

Wealth Tech Awards 2019: Winners' profiles

    

PWM 0419 cover
From Wealth Management / Business Models April 15, 2019

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Elliot Smither web
From Comment July 24, 2019

Private View Blog: Wallabies and springboks thriving on Isle of Man

South African investors and expats see the Isle of Man as safe haven for both their asserts and their families

Robot hand
From FinTech July 19, 2019

Fintech on Friday: Vendors partner up to meet needs of wealth managers

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit

Gian Maria Mossa, Banca Generali
From Wealth Management / Profiles June 27, 2019

Banca Generali’s focus shifts to foreign fields

The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa

Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Luigi Pigorini, Citi
From FinTech June 21, 2019

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

From Fund Selection August 15, 2019

Fund selection - August 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 Comment / Consultants' Corner July 22, 2019

Smoothing the succession path for entrepreneurs

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.

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