Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios
Comment
From
Comment
/ Editor's Analysis
April 28, 2014
Wealth players tune into big brand beat
With banks looking to deal with fewer providers and clients finding comfort in brand names, the biggest fund houses are on the up
From
Comment
/ Great Debate
April 7, 2014
Go for growth or value in a global upturn?
Jim Hamel of Artisan Partners and ING's Nicolas Simar discuss whether investors should head for growth or value-oriented stocks
From
Comment
/ Consultants' Corner
March 24, 2014
Swiss banks reeling as US tax deal begins to bite
Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities
From
Comment
/ Editor's Analysis
March 21, 2014
Société Générale's return home a sign of things to come
SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many
From
Comment
/ Consultants' Corner
March 17, 2014
Wealth managers fail to match clients' changing objectives
Wealthy clients often swap managers when undergoing a lifestyle change, suggesting advisers are not doing enough to adapt
From
Comment
/ Great Debate
March 4, 2014
Should investors still favour emerging economies?
Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios
From
Comment
/ Editor's Analysis
February 28, 2014
Time for alternative investments to play their part
Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations
From
Comment
/ Consultants' Corner
February 11, 2014
Credit Suisse offloads German operations
The sale of Credit Suisse’s private banking operations in Germany has come as something of a surprise, but the country remains a tough nut for foreign banks to crack
From
Comment
January 31, 2014
Gazing into the future of wealth management
The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?
Latest PWM video
Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
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