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From Comment / Editor's Analysis November 29, 2013

Swiss must use crisis to forge new models

Swiss private banks face problems which in combination may prove fatal for some, but those that adapt can enjoy a bright future

From Comment / Consultants' Corner November 25, 2013

Global players find place for Africa on investment map

Africa’s economic growth is attracting global investors, while wealth managers are seeking business among its HNW population

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From Comment / Editor's Analysis October 30, 2013

Clients remain buried as the dust settles

Private banking may be changing fast but wealth managers are still refusing to put clients first

Catherine Tillotson
From Comment / Consultants' Corner October 24, 2013

Investors call for tailored Asia Pacific proposition

Wealthy individuals in the Asia-Pacific region have different needs and demands to clients in the rest of the world, and managers need to offer them tailored solutions

From Comment / Consultants' Corner September 27, 2013

Malaysia determined to lead world in Islamic finance

Malaysia appears well positioned to become the world’s leading provider of Islamic finance, with its market in sukuk bonds the jewel in the country’s crown

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From Comment / Editor's Analysis September 26, 2013

Learn from experience in emerging markets

Emerging markets have underperformed global equities so far this year but investors should not be too quick to write them off

Jerome Teiletche, Lombard Odier
From Comment / Great Debate September 25, 2013

Does risk parity make sense in the current climate?

Lombard Odier’s Jérôme Teiletche and Charles Stucke from Guggenheim Investment Advisors debate whether the risk parity approach is suitable in the current market environment

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From Comment / Editor's Analysis August 29, 2013

Lack of contagion no reason for complacency

As long as the safety of their assets is assured, clients are not too concerned about their banks’ reputations. But branding still matters

From Comment / Consultants' Corner August 28, 2013

Wealth management industry successfully adapts to complex conditions

Last year saw signs of recovery in the wealth management industry while the business models of pure players and diversified firms have grown increasingly distinct

Jeff Molitor Vanguard
From Comment / Great Debate August 28, 2013

Smart beta strategies vs cap-weighted indices

Vanguard’s Jeff Molitor makes the case for cap-weighted indices while Felix Goltz of EDHEC-Risk Institute backs smart beta strategies

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.

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