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Portfolio Management

Asbjørn Trolle Hansen, Nordea

Pick ’n’ mix funds find favour in tough climate

The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies

Leo Grohowski, BNY Mellon Wealth Management

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Amin Rajan

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

PWM 1214 cover

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

Jean-Sylvain Perrig, UBP

Investors seek firm footing as market turbulence returns

Markets are likely to become more turbulent as quantitative easing draws to a close and wealth managers intend to offer client portfolios some protection

Angelia Chin, BNPP Investment Partners

Islamic finance edges towards the mainstream

Islamic finance is no longer just for Muslims and private investors are increasingly drawn to the diversification benefits and real assets these products target

Xavier Gandon, BNP Paribas

Money market funds hamstrung by regulations

Money market funds have been hit hard by new regulations in both the US and Europe, but investors continue to utilise them as a useful diversification tool and a way of taking risk off the table

Brian Jacobsen, Wells Fargo

The ups and downs of inflation

The eurozone is perilously close to slipping into deflation while there are fears that the Fed’s huge quantitative easing programme could lead to high inflation in the US. How worried should investors be?

Market relief as Scotland votes No to independence

Stockmarkets had bet on Scottish voters rejecting independence so any rally is likely to be muted

Bertrand Gacon, Lombard Odier

Demand for social impact bonds on the up

As investors warm to social impact bonds, private banks have a number of new vehicles in the pipeline

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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