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Jane Sloan, iShares

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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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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The changing role of ETFs in private client portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

Katie Nixon, Northern Trust

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Fergus Slinger, iShares

Going gets tough for squeezed middle in European ETF battleground

The European ETF market is dominated by a handful of huge players and a long tail of smaller firms. Is it ripe for consolidation?

Chris Bailey, Raymond James

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

Tom Rampulla, Vanguard

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

Bryon Lake, Invesco

Wealth managers take small steps towards smart beta

The use of ETFs following smart beta strategies is clearly on the rise, but a number of wealth managers remain sceptical as to just how suitable they are for private client portfolios

Jim McCaughan, Principal Global Investors

Financial crisis turning point in investment approach

Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies

Gemma Godfrey, Moola

Customer experience must be central to banks’ online offerings

The digital revolution has created new, higher standards that customers now expect as the norm in all areas of their lives. But in too many cases the investment industry is struggling to match expectations

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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