Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified
Asset Allocation

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

Global Asset Tracker: Clients urged to abandon conservative mindset
With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives

Inflation and invasions: the problems facing investors in 2022
Russian aggression towards Ukraine and ongoing China-Taiwan tensions are worrying investors, while the spectre of inflation is looming

Private View Blog: Why direct investing is the wrong approach for most private equity investors
Direct investing is not easy to do well and most investors looking to access private equity markets would be better off taking the fund approach, argues CapGen’s Charlotte Thorne

Financial industry discovers economic potential of the oceans
The seas and oceans are key to tackling climate change but the investment opportunities in the so-called ‘blue economy’ are also considerable

Investment outlook 2022: the great transition
What investors need to know to stay a step ahead as the global economy moves from the volatility of the pandemic towards a new state

Sourcing new diversifiers beyond fixed income
Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

The past, present and future of portfolio management
To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Major markets experience a tale of two tech booms
Global crises, the rise of mega cap tech stocks and the explosion of passive investing mean markets look very different today to past eras
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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