Professional Wealth Managementt

Home / Asset Allocation / Sustainable Investing

Sustainable Investing

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 0419 cover

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

PWM 0219 cover
From Asset Allocation / Sustainable Investing February 25, 2019

Global Asset Tracker: Macro mega trends strike chord with wealthy clients

Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients 

Lee Wong, Lombard Odier
From Asset Allocation / Sustainable Investing December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

James Chen teaser

Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

PWM 0418 cover

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

Stephanie Luedke, Citi Private Bank
From Asset Allocation / Sustainable Investing January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

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)

Join our community

           
 

Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020