The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this
Asset Allocation

Wealth managers face challenges to make sustainability default setting in portfolios

Fund industry adapts to increased demand for ESG
Asset managers and regulators have both been keen to show they are in step with sustainability

Private banks keep eye on political risk
The wealth management industry is under considerable pressure to clarify how it deals with assets linked to authoritarian regimes

Private View Blog: Invasion of Ukraine signals death knell for globalisation
Many of the boons of an interconnected world – low inflation, peace and the spread of prosperity – are now being reversed, argues Mike O’Sullivan

Europe’s economic vulnerabilities could lead to closer political union
Already battered by Covid, Europe is ill-prepared to weather the inflationary storm which has been magnified by war in Ukraine. Will the continent find unity in adversity?

Russian invasion of Ukraine puts financial firms’ ESG promises to the test
Banks may talk about the importance of governance, but some firms have been quicker than others to scale back on their Russian operations and investments

Global Asset Tracker: Flexible thinking required to safeguard client portfolios
Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year

Will China roar back in Year of the Tiger?
Tightening monetary policy and a regulatory clampdown meant Chinese equities had a year to forget in 2021. Are we in for more of the same?

Global Asset Tracker: Steady hand required in era of rising volatility
Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified

Global Asset Tracker: Banks bet big on thematics to capture future growth
Technological innovation and sustainability are among the supertrends private bank CIOs are targeting
The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
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