Professional Wealth Managementt
Digital pensioners
From FinTech October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

Jose Cosio, AllianceBernstein
From Fund Managers / Distribution August 15, 2018

Sub-advisory to help realise AllianceBernstein’s ambitions

Effective client engagement is key to AllianceBernstein’s Emea strategy, with the sub-advisory channel providing a particular area of interest

Angel of the North
From Comment / Consultants' Corner August 15, 2018

The highs and lows of being an angel investor

Angel investors provide a valuable source of capital to start-ups while often acting as mentors, but they are a high risk venture for high net worth individuals

                   
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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
Frédéric Rochat, Lombard Odier
From Wealth Management / Business Models August 15, 2018

Lombard Odier more than happy to occupy middle ground

The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

PWM 0818 cover
From Regulation August 22, 2018

Banks seek ways to cover cost of legislative headwinds

Private banks have come up with a number of ways to try to boost revenues in the face of increased regulation, including adopting a more disciplined investment approach and increasing productivity through digitalisation

April Rudin WT Roundtable
From FinTech August 17, 2018

Private banks slow to unleash transformative power of tech

PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward

PWM 0818 cover
From Financial Centres August 22, 2018

London left in limbo as banks await Brexit fallout

Although most believe the London will remain a high profile hub, the appeal of rival centres is growing and banks would rather wait to discover what the future holds before committing to the UK capital 

Andrew Wessels, The Marque
From FinTech August 24, 2018

Fintech on Friday: Take back control of your online profile, for a fee

Managing an online reputation is important and a new service, The Marque, offers individuals a SEO-friendly way to oversee their digital brands  

Jose Cosio, AllianceBernstein
From Fund Managers / Distribution August 15, 2018

Sub-advisory to help realise AllianceBernstein’s ambitions

Effective client engagement is key to AllianceBernstein’s Emea strategy, with the sub-advisory channel providing a particular area of interest

Grace Peters, JP Morgan
From Asset Allocation / Equity August 16, 2018

Politics and trade wars cloud European outlook

Europe’s economy continues to grow and fundamentals appear sound, but could political headwinds, not least the threat of a trade war with the US, bring the continent’s recovery to a premature end? 

Belinda Aspinall, Northern Trust
From Wealth Management / Profiles July 10, 2018

Northern Trust sets sights on Europe and Middle East

Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall

Claudio de Sanctis, Credit Suisse
From Wealth Management / Private Banking June 6, 2018

Credit Suisse finds rich pickings among global entrepreneurs

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

Sharmin Mossavar-Rahmani, Goldman Sachs
From Asset Allocation / Equity July 6, 2018

Should high net worth clients really risk exposure to emerging markets?

Developing economies have endured a turbulent few months, but even over the longer term they tend to display more volatility than developed markets. Are high net worth investors better off avoiding them completely?

Millennials ipad teaser
From FinTech July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Rob Harris, Majedie
From Fund Managers July 4, 2018

Majedie mindset thrives on breaking free from benchmarks

Smaller investment firms are liberated by being able to take an unconstrained approach to investing, explains Rob Harris of London-based boutique funds house Majedie

From Fund Selection October 10, 2018

Fund selection - October 2018

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 September 7, 2018

The rise and relevance of investment marketplaces

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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