Professional Wealth Managementt
John Ploeg, PGIM

Nuclear fusion no silver bullet for the climate crisis

The first successful ‘ignition’ has boosted hopes that nuclear fusion may provide an answer to our energy needs, but now is not the time to scale back investments in renewables

Brice Thionnet, UBP

UBP using direct deals to gain access to private markets

Client portfolios in private assets should be split between real estate, infrastructure, private debt and private equity, believes Brice Thionnet, global head of private markets at UBP

West Lockhart, BlackRock

Private market strategies becoming core parts of wealth portfolios

Access to private markets is becoming easier for high net worth investors, but wealth managers have a duty to ensure clients are well aware of both the upsides and potential downsides of these investments


Christine Gill, BNY Mellon Wealth Management
From FinTech

Younger generations urge family offices to embrace digital world

Family offices’ adoption of technology has risen drastically in recent years though there is still a long way to go

Michael Ostro 2

Private markets: the dividends and dangers of illiquid investment

Given their breadth, this relatively predictable market can provide untapped opportunities for diligent portfolio managers

Daniel Pinto, Stanhope Capital

Stanhope filters out the noise to take long-term approach

The multi-family office’s founding partner reflects on Brexit and explains how changing investment rules around private equity could unlock London’s tech potential

Malik Sarwar, Global Leader Group

The lessons learned from SVB and Credit Suisse

The global financial system remains brittle, but steps can be taken to make it more resilient, writes Malik Sarwar

Credit Suisse GET

Fear of contagion follows bank failures

Mass hysteria can override fundamentals in today’s volatile market environment, but private banks also highlight investment opportunities

BLM-Ant group office 75*96
From Comment

China’s wealth management market shows renewed promise

The inherent strength of the Chinese economy, coupled with softening policies and easing regulations, heralds a positive market environment for wealth management service providers

Amy Lo, UBS Wealth Management

Hong Kong's wealth managers braced for a bumpy ride

China's re-opening has given Hong Kong a boost, but the wealth industry faces a battle to attract and retain talent 

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Credit Suisse’s collapse reshapes wealth management

While the acquisition of its nemesis Credit Suisse may seem an open goal for UBS, the resulting behemoth leaves small banks poised to soak up both lost assets and cut talent

Timothy Ash

Xi and Putin at odds over Ukraine endgame

Xi Jinping and Vladimir Putin’s meeting has raised eyebrows across the world, but it’s important to remember that the two countries are less aligned than they like to portray.

Alois Pirker

UBS holds the keys as it acquires Credit Suisse

Something that many have considered unthinkable happened with UBS’s buyout of Credit Suisse, but this mega-merger is not without its own, very real risks.

Joan Bozek, Clarfeld Citizens Private Wealth

Three ways wealth advisers can manage expectations across generations

Advisers play an important role in inter-generational communication, explains Clarfeld’s director of trust services

Andrew Lee, UBS Global Wealth Management

Calls for impact strategies across entire portfolios

The ability to create positive impact through investments has mainly been the preserve of private markets, but is expanding into other asset classes

Fund Selection - May 2023

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

Fund Selection - April 2023

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

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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