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Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

Customisation is king for Asia’s empowered investors

Having experienced the benefits of customisation in other areas of their lives, wealthy investors now demand a more personalised service from private banks

PWM 0817 cover

Could private bankers become the new ‘Masters of the Universe’?

Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

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Paris looks to profit from London’s Brexit own goal

While the UK lurches from one political crisis to the next, its European rivals are gearing up to capitalise on the Brexit fallout, with a revitalised Paris claiming it is the natural choice for any firms fleeing London 

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

Chris Bailey, Raymond James

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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