Professional Wealth Managementt
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From Asset Allocation / Fixed Income February 25, 2020

Should private banks have a licence to kill off bonds?

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

Yuri Bender web
From Comment February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Adam Smears, Russel Investments
From Asset Allocation / Fixed Income February 19, 2020

Investors tempted by more exotic fixed income flavours

Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets 

                       
                         
                   
                         
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
                                     
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From Asset Allocation February 25, 2020

Global Asset Tracker: High conviction themes move to core of client portfolios

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility

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From Asset Allocation / Fixed Income February 25, 2020

Global Asset Tracker: Low yield world sparks new roles for debt and alternatives

Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

Sanjay Joshi, L&C
From Wealth Management / Profiles February 19, 2020

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

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 

Simon Redman, Invesco
From Asset Allocation / Alternatives December 17, 2019

Private clients in pole position to capture illiquidity premium

High net worth investors, with their long-term time horizons, appear a great fit for alternative investments, but picking the right partners is vital

Tony Gaughan, Deloitte
From FinTech December 17, 2019

Digital advances open door to customised approach to asset management

Technology is being used by asset managers to both promote their brands and lower operational costs

David Stead, Charities Aid Foundation
From Wealth Management / Business Models December 16, 2019

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Customer loyalty teaser
From Wealth Management / Business Models November 18, 2019

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

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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

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

From Fund Selection February 24, 2020

Fund selection - February 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 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

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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