Professional Wealth Managementt
Amin Rajan, Create
From FinTech May 24, 2018

Fintech on Friday: Alternative investments deal with digital disruption

Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector

Martin Moloney, Central Bank of Ireland
From Regulation April 26, 2018

Regulators wrestle with rapidly expanding ETF industry

As the exchange traded fund industry continues its record-breaking growth, are these investment vehicles sufficiently regulated?

Milena Grayde, JP Morgan
From Wealth Management / Family Offices April 11, 2018

JP Morgan investment bank takes seat at family table

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

                   
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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
Ryan Blute, Pimco
From PWM Research / Sub-Advisory April 17, 2018

Sub-advisory evolves to meet distributors’ rising demands

Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector

Martin Moloney, Central Bank of Ireland
From Asset Allocation / ETFs April 26, 2018

Regulators wrestle with rapidly expanding ETF industry

As the exchange traded fund industry continues its record-breaking growth, are these investment vehicles sufficiently regulated?

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From Wealth Management / Private Banking April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Grant Bowers, Franklin Templeton
From Asset Allocation / Equity April 11, 2018

Fears over Trump’s trade wars add to turbulence

Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend  

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From Asset Allocation / Portfolio Management February 16, 2018

Global asset tracker: Clock ticking for the low volatility era

A sell-off in global stocks in early 2018 may have spooked investors, but respondents to PWM’s third annual asset allocation survey remain optimistic that the global economy remains on course 

Daryl Liew
From Wealth Management / Private Banking February 21, 2018

Asian private banks struggle to bridge talent gap

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Sara Ferrari, UBS
From Wealth Management / Private Banking February 21, 2018

UBS sees chance to add colour to family office picture

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

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From FinTech April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

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Oil price fluctuations hampering GCC reforms

The oil-rich states of the Gulf Cooperation Council may talk about the need to diversify their economies and open themselves up to foreign investment, but any pick-up in the oil price seems to go hand in hand with reforms being put on the back burner

Adam French, Scalable
From FinTech March 16, 2018

Fintech on Friday: Finding a way to make robo-advice pay

Establishing a successful robo-advisory platform is far from easy, as both traditional banks and tech start-ups have been finding out

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From FinTech February 23, 2018

Should investors stay well away from bitcoin?

Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing

Denise Voss, Alfi
From Financial Centres February 26, 2018

ESA proposals could harm European fund industry warns Luxembourg fund body

The European Commission’s proposals to strengthen financial supervision are likely to prove costly and are trying to fix a problem that doesn’t exist, according to Alfi

From Fund Selection May 10, 2018

Fund selection - May 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 Regulation May 8, 2018

Regulation a chance to better align interests of clients and their advisers

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

Latest PWM video

Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

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