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Louis Citroën, Comgest

Which stocks hold up well in a recession? Try ‘Mission Critical’ productivity boosting companies

In these turbulent economic times, the best investments may be in companies that offer products and services which significantly increase the efficiency of others

Joe Parkin, BlackRock

‘Perfect storm’ of personal investing and technology transforms wealth market

BlackRock’s UK distribution supremo Joe Parkin explains how people having to take responsibility for their retirement has changed how the wealth industry serves its customers

Mark Steinberg, First Sentier Investors

First Sentier Investors takes its new name into new markets

The Australian asset management group, now under the ownership of Mitsubishi, is pushing its core specialities of global property and global listed infrastructure to an international audience

Cameron Falconer, Aviva

Fund flows reflect rising client demand for responsible solutions

The fund management industry has taken investor interest in ESG seriously, although a lack of standards can make selection difficult

Apiramy Jeyarajah, Aviva Investors

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Roy Smale, Wellington

Wellington confident its long-term strategy will deliver further European growth

Wellington Management fully expects to expand the European footprint of both its sub-advisory business and off the shelf funds, says Roy Smale, its director of Global Wealth Management in Emea, while claiming the Covid crisis is boosting client engagement

David Zahn, Franklin Templeton

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Tony Gaughan, Deloitte

Digital advances open door to customised approach to asset management

Technology is being used by asset managers to both promote their brands and lower operational costs

Harriet Steele, Hermes

Hermes’ thematic strategies strike chord with private banks

ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector 

PWM 1219 cover web

Steering a route between fund brands and their stars

With distribution a key battleground among asset managers, the way they market themselves to advisers and end investors is increasingly important

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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