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Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

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 Asset Allocation / Thematic Investing April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

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  

Matthieu Mouly, Lyxor
From Asset Allocation / ETFs March 26, 2018

Lyxor launch could spark ETF price war in Europe

The French asset manager has thrown down the gauntlet to its rivals by launching products as cheap as those available in the US

Jane Sloan, iShares
From Asset Allocation / ETFs February 21, 2018

Smart beta strategies start to gain traction

The ETF industry is growing in size, with previously niche areas such as fixed income and smart beta reaching a wider audience than ever before

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From Asset Allocation / ETFs February 20, 2018

The rise of fixed income ETFs in private portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the outlook for fixed income in 2018 and get an indication on how fixed income ETFs are used in private client portfolios

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Asia and emerging markets predicted to enjoy strong year

Most private banks expect Japanese equities to continue to perform in 2018, with European stocks also expected to do well

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From Asset Allocation / Portfolio Management February 16, 2018

Global Asset Tracker: Impact of technology key long-term play for wealth firms

More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high

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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 

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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