The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this
Portfolio Management
From
Asset Allocation
/ Portfolio Management
May 18, 2022
Wealth managers face challenges to make sustainability default setting in portfolios
From
Asset Allocation
/ Portfolio Management
April 22, 2022
Private banks keep eye on political risk
The wealth management industry is under considerable pressure to clarify how it deals with assets linked to authoritarian regimes
From
Asset Allocation
/ Portfolio Management
April 6, 2022
Private View Blog: Invasion of Ukraine signals death knell for globalisation
Many of the boons of an interconnected world – low inflation, peace and the spread of prosperity – are now being reversed, argues Mike O’Sullivan
From
Asset Allocation
/ Portfolio Management
March 30, 2022
Europe’s economic vulnerabilities could lead to closer political union
Already battered by Covid, Europe is ill-prepared to weather the inflationary storm which has been magnified by war in Ukraine. Will the continent find unity in adversity?
From
Asset Allocation
/ Portfolio Management
March 11, 2022
Russian invasion of Ukraine puts financial firms’ ESG promises to the test
Banks may talk about the importance of governance, but some firms have been quicker than others to scale back on their Russian operations and investments
From
Asset Allocation
/ Portfolio Management
February 24, 2022
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
From
Asset Allocation
/ Portfolio Management
December 16, 2021
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
From
Asset Allocation
/ Portfolio Management
December 15, 2021
Sourcing new diversifiers beyond fixed income
Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends
From
Asset Allocation
/ Portfolio Management
December 15, 2021
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
From
Asset Allocation
/ Portfolio Management
September 14, 2021
Asset management’s pivotal role in transition to low carbon economy
The support of the asset management industry is essential if net zero emission goals are to be reached, but success requires involvement from all levels of society
The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
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