Professional Wealth Managementt
Brooks Ritchey, K2 Advisors
From Asset Allocation / Alternatives January 2, 2018

Fears over public markets add to alternatives’ appeal

Investors are looking to private equity, hedge funds and real estate to both protect themselves from any stockmarket sell-off and to generate returns, while providers are responding by finding new routes into the market

Stephanie Luedke, Citi Private Bank
From Wealth Management / Business Models January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Chingyee Yau, HSBC Private Banking
From Wealth Management / Private Banking January 2, 2018

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

                   
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From Wealth Management / Private Banking December 20, 2017

Pictet’s Collardi coup rewards bank on right track

Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role? 

Ahmed Husain, Lombard Odier
From Wealth Management / Family Offices December 1, 2017

Lombard Odier looks to win share of the family office market

Understanding clients' issues and offering them solutions is key to making headway in the family office field, believes Ahmed Husain from Lombard Odier Investment Managers

Artificial intelligence
From FinTech November 17, 2017

Just how far can AI go in transforming wealth management?

The role Artificial Intelligence could play in wealth management is one of the big questions facing the industry, but the consensus seems to be that although AI’s potential is huge, it will never replace the human element 

David Older, Carmignac
From FinTech November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

Luigi Pigorini, Citi
From Wealth Management / Profiles October 27, 2017

Personal touch keeps Citi playing in ‘Premier League’

The top private banks are all competing for the attentions of just a few thousand wealthy families, reveals Citi CEO Luigi Pigorini, whose bank has found success by targeting the upper echelons of that group

John Beck, Franklin Templeton
From Asset Allocation / Fixed Income October 24, 2017

Look further afield to make fixed income pay

With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

PWM 1017 Cover
From Awards October 27, 2017

New wave of private banks better placed to perform to regional audience

The younger, more dynamic private banks which cut their teeth in the emerging regions appear better placed to rise up and challenge the global leaders for a seat at the top table than the more traditional European names 

PWM 1017 Cover
From Awards October 27, 2017

Global Private Banking Awards 2017 - Analysis: Regional players rise up to compete for global prizes

UBS may have come out on top once again in our annual awards, but competitors are closing in, while a number of regional banks appear to be making a successful transition onto the global stage

GPBA-logo-2017-main-body
From Awards October 27, 2017

Global Private Banking Awards 2017 - Winners and highly commended

125 banks from countries around the world entered this year's Global Private Banking Awards. The winners of each category and those highly commended by the 16 judges are listed below

GPBA-logo-2017-main-body
From Awards October 27, 2017

Global Private Banking Awards 2017: Winners’ Profiles – Regional Winners

    

GPBA-logo-2017-main-body
From Awards October 27, 2017

Global Private Banking Awards 2017: Winners’ Profiles – National Winners (The Americas)

      

GPBA-logo-2017-main-body
From Awards October 27, 2017

Global Private Banking Awards 2017: Winners’ Profiles – National Winners (Africa)

    

From Fund Selection January 9, 2018

Fund selection - January 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 Comment / Consultants' Corner January 5, 2018

Wealth managers must raise game to meet needs of internationally mobile

High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

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    Global Private Banking Awards 2017

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