Professional Wealth Managementt

Home / Asset Allocation / Portfolio Management

Portfolio Management

Joan Bozek, Clarfeld Citizens Private Wealth

Three ways wealth advisers can manage expectations across generations

Advisers play an important role in inter-generational communication, explains Clarfeld’s director of trust services

Andrew Lee, UBS Global Wealth Management

Calls for impact strategies across entire portfolios

The ability to create positive impact through investments has mainly been the preserve of private markets, but is expanding into other asset classes

Mark Steinberg, First Sentier Investors

First Sentier Investors takes its new name into new markets

The Australian asset management group, now under the ownership of Mitsubishi, is pushing its core specialities of global property and global listed infrastructure to an international audience

Francois Savary, Prime Partners

Can alternatives protect portfolios from twin threats of recession and inflation?

Portfolios held by the world's wealthiest families are increasing investments into real assets, meaning private banks must develop the necessary expertise to meet this growing demand

Willem Sels, HSBC

Fintech on Friday: Should investors care about the metaverse?

We stand at the threshold of a new 3D virtual world of the metaverse. Where are the opportunities for investors?

Muriel Danis

Wealth managers face challenges to make sustainability default setting in portfolios

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

PWM 0422 cover

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

Michael O'Sullivan

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

Arnab Das, Invesco

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?

Zelensky

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

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community