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Portfolio Management

Western brands feed China’s love of luxury

The market for luxury goods is expanding, driven by the rising levels of affluence in emerging markets, especially China

Balancing risk and reward

Protecting clients from downside risk while taking advantage of investment opportunities will occupy wealth managers in 2012

Using volatility strategies to ride out the storm

A wide range of vehicles are available to investors looking to adopt volatility strategies, either as a source of return, or as a way of protecting portfolios

Using collateral to reduce damage

Since the Lehman collapse, institutional investors have realised the importance of collateral management techniques to mitigate counterparty risk

Charles Beazley, Nikko Asset Management

Nikko AM embraces re-emergence of Orientalists

With ambitions to become the world’s largest pan-Asian asset manager, Nikko has acquired several regional players in preparation for its IPO

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

Structuring solutions to market volatility

Volatility is making traditional vanilla structured products too expensive, but there is rising demand for auto-callables which bring both upside and protection

The next generation of custom indices

Frank Copplestone, Managing Director at Morgan Stanley, looks at how the range of custom indices available from structured product providers has evolved over recent years to reflect the changing needs of investors

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UK economy faces stormy outlook

CCLA Investment Management’s CIO, James Bevan, explains why the UK needs major economic growth to tackle its debt mountain

Cesar Perez, JP Morgan Private Bank

Making headway in portfolio management

Today’s world of low expected growth and extreme market volatility means building a diversified portfolio with a long-term oulook is more important than ever

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.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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