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Sustainable Investing

Adam Bendell, Toniic

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Wind and solar

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

Didier Duret

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Jackie VanderBrug, Merrill and Bank of America Private Bank

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

Elliot Smither web
From Asset Allocation / Sustainable Investing February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Harriet Steele, Hermes
From Asset Allocation / Sustainable Investing December 17, 2019

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

Elisa Trovato web
From Asset Allocation / Sustainable Investing September 5, 2019

Private View Blog: Why ‘greenwashing’ funds benefits no one

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

PWM 0819 cover
From Asset Allocation / Sustainable Investing August 21, 2019

Putting some passion into portfolios

Investment grade collectibles offer not only the joy of ownership but diversified returns and a hedge against inflation. Yet with markets like fine art opaque and illiquid, access to advice is essential 

Elliot Smither web

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020