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Alternatives

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Financial crisis catalyst for change in asset allocation

Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios

Ken Heinz, Hedge Fund Review

Institutions step in as high net worth individuals shun black-box strategies

With the 2008 crisis fresh in their minds, high net worth individuals remain wary of hedge funds, but institutional investors are taking their place and the industry continues to see fresh launches

Real estate a comfortable fit

Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns

Solid yields compensate for real estate wobbles

Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors

Bolder portfolios ready to re-embrace alternatives

Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever

Private equity: the appeal of the real

Investors looking for returns are considering increasing private equity allocations, but need to be reminded that patience is a virtue in this field

Private credit opportunities opening up in time of distress

Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit

Lyxor research reveals stark performance differentials

Investors are warming to alternative investments, but providing clients with ample performance data can help them decide which strategies to adopt, according to Lyxor

Gavin Ralston, Schroders

Is Ucits suitable for hedge funds?

Gavin Ralston, Chairman of EMEA & Global Head of Product at Schroders (left), and Dermot Butler, Chairman at Custom House Group, discuss whether or not Ucits funds suit hedge fund strategies

Hedge fund flexibility wins new friends

When managing a fund of hedge funds, asset allocation is certainly important, but selecting the right managers is what really drives performance

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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