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Global Asset Tracker: Plotting a course through global uncertainty

Respondents to PWM’s eighth annual asset allocation survey recommend clients take a defensive stance in portfolios to counter multiple headwinds

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Global Asset Tracker: Banks urge investors to embrace alternatives

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical 

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Global Asset Tracker: Demand for sustainable solutions expected to grow

Clients interested in sustainability are of a long-term mindset and not put off by market volatility and oil price spikes

Malik Sarwar

Diverse and decisive leadership required in times of crisis

Moral leadership is highly prized in the post-Covid world, according to PWM’s latest research

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Private banks keep eye on political risk

The wealth management industry is under considerable pressure to clarify how it deals with assets linked to authoritarian regimes

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Global Asset Tracker: Flexible thinking required to safeguard client portfolios

Rates hikes and persistent rising inflation are seen as the biggest risks for financial markets this year 

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Global Asset Tracker: Steady hand required in era of rising volatility

Respondents to PWM’s seventh annual asset allocation survey recommend clients prioritise risk assets while keeping portfolios well diversified 

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Global Asset Tracker: Banks bet big on thematics to capture future growth

Technological innovation and sustainability are among the supertrends private bank CIOs are targeting

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Global Asset Tracker: Clients urged to abandon conservative mindset

With fixed income and cash no longer delivering, CIOs are urging clients to embrace equities and alternatives

Su Shan Tan, DBS Bank

The evolving role of leadership in the post-pandemic world

PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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