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From Asset Allocation / Thematic Investing April 15, 2019

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?

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From Asset Allocation / Thematic 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 / Thematic 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   

From Asset Allocation / Thematic Investing June 18, 2018

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

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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

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From Asset Allocation / Thematic Investing April 17, 2018

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 / Thematic 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  

Joshua Freedman, BlackRock
From Asset Allocation / Thematic Investing February 18, 2016

Drilling for opportunities in landscape of cheap oil

Lower oil prices are here to stay, at least for the time being. What has caused this situation and how should investors be responding?

Steven Wieting, Citi Private Bank
From Asset Allocation / Thematic Investing February 4, 2016

Finding the investment opportunities created by lower oil prices

Oil prices are unlikely to recover anytime soon. This creates both winners and losers and there are investment opportunities to be found in both

Bertrand Gacon, Lombard Odier
From Asset Allocation / Thematic Investing January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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