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From Comment / Editor's Analysis September 27, 2011

Exchange traded funds on the ropes

The rapid rise of ETFs was in part a response to the financial crisis, but these vehicles are now coming under fire themselves

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From Comment / Editor's Analysis September 27, 2011

No such thing as a risk-free asset

Investors may search for safe havens, but with so much uncertainty in the markets it is impossible to hedge a portfolio against all possible outcomes

From Comment / Great Debate September 27, 2011

Is a quantitative or qualitative approach better suited to today’s markets?

Andrew Kaplan, Director of Systematic Alpha Management and Bernard Moody, Investment director at Advance Emerging Capital discuss the relative benefits of qualitative and quantitative investing in today's markets

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From Comment / Editor's Analysis September 5, 2011

Banks learn importance of being earnest

Private bankers should concentrate on wealth preservation rather than innovative fee-generators

Lars Kalbreier, Credit Suisse Private Banking
From Comment / Great Debate September 5, 2011

Are ETFs suitable for all investors?

Lars Kalbreier, Global head of investment funds & ETFs, Credit Suisse Private Banking, and Terry Smith, Chief Executive of Fundsmith, debate the role exchange traded funds should play in client portfolios

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From Comment / Editor's Analysis August 19, 2011

Will wealthy Asians go Swiss or stay local?

Wealth managers face an uphill struggle in selling both discretionary mandates and alternative investments in Asia

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From Comment / Editor's Analysis June 29, 2011

Allocating across the great divide

Allocations to developing markets may be on the rise but the Western world still has its supporters

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From Comment / Editor's Analysis June 29, 2011

A welcome serving of humble pie

Martin Gilbert’s willingness to discuss Aberdeen’s failures, as well as their successes, makes a refreshing change.

Ray Soudah, MilleniumAssociates
From Comment / Great Debate June 29, 2011

Putting Zurich and London under the microscope

Swiss M&A expert Ray Soudah (left) and private banking headhunter Sarah Dudney debate the relative merits of wealth management cultures in Zurich and London

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From Comment / Editor's Analysis June 1, 2011

Alternatives fighting to win back investors

Institutional investors are moving into hedge funds but are private clients set to follow their lead?

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 (June/July)

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