Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

Wind and solar

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

Joseph Poon, DBS

Coronavirus volatility lays bare generational split towards investing

While older investors remained relatively calm during the market fluctuations earlier this year, younger clients required more reassurance from wealth managers

Joe Parkin, BlackRock

ETFs prove worth amid Covid-19 chaos

Investors have found the transparency and liquidity exchange traded funds provide have been invaluable in the market volatility sparked by  Covid-19

Didier Duret

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Jonathan Curtis, Franklin Equity Group

Tech stocks proving their immunity to coronavirus

Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns, and despite fierce competition in the sector, the big players look likely to become even more dominant

Thomas Christiansen, UBP

Investors warned to tread carefully when venturing into emerging market bonds

Yield-hungry investors spooked by market volatility are eyeing opportunities in emerging market fixed income, which look cheap, but it is important to be selective

Jeffrey Sacks, Citi

‘Unstoppable’ trends find favour in uncertain world

Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow  

Jackie VanderBrug, Merrill and Bank of America Private Bank

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

Markus Müller, Deutsche Bank Wealth Management

Long-term thinking critical to portfolio health

The coronavirus pandemic may have sent markets into a frenzy, but rather than trying to time the peaks and troughs, wealth managers are stressing the importance of long-term investing, diversification and capital protection

Elisa Trovato web

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

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.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community