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Asset Allocation

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

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

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

Arun Sai, Pictet Asset Management

What investors should reassess after Silicon Valley Bank's collapse

The demise of the tech start-up lender is symptomatic of the economic strains caused by rapidly rising interest rates, argues Pictet's Arun Sai  

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Global Asset Tracker: Banks urge investors to embrace alternatives

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical 

Investing in impact bonds

Jessica Zarzycki, portfolio manager, ESG/impact fixed income at Nuveen, speaks to PWM about how investors can achieve sustainable outcomes without sacrificing competitive returns

Investing in sustainable real estate

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios 

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Investing with impact across asset classes

Amy O’Brien, Nuveen’s global head of responsible investing, discusses how investors can effectively address social and environmental issues using their portfolio

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

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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