The emergence of ‘privileged partnerships’, where sub-advisers run multiple mandates, is a key trend to emerge from PWM’s 15th annual survey of the process
PWM Research
From
PWM Research
/ Asset Allocation
February 25, 2019
Global Asset Tracker: Keeping a clear head late in the economic cycle
Respondents to PWM’s fourth annual asset allocation survey still have faith in risk assets, but tactical overweights to equities have fallen in favour of larger exposures to cash
From
PWM Research
/ Asset Allocation
February 25, 2019
Global Asset Tracker: Macro mega trends strike chord with wealthy clients
Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients
From
PWM Research
/ Sub-Advisory
April 17, 2018
Bespoke solutions for the retail investment space
Sub-advisory mandates can offer tailored solutions to meet advisers’ needs and higher levels of transparency which in turn increases trust
From
PWM Research
/ Sub-Advisory
April 17, 2018
Sub-advisory evolves to meet distributors’ rising demands
Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector
From
PWM Research
/ Asset Allocation
February 16, 2018
Global Asset Tracker: Asia and emerging markets predicted to enjoy strong year
Most private banks expect Japanese equities to continue to perform in 2018, with European stocks also expected to do well
From
PWM Research
/ Asset Allocation
February 16, 2018
Global Asset Tracker: Impact of technology key long-term play for wealth firms
More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high
From
PWM Research
/ Asset Allocation
February 16, 2018
Global asset tracker: Clock ticking for the low volatility era
A sell-off in global stocks in early 2018 may have spooked investors, but respondents to PWM’s third annual asset allocation survey remain optimistic that the global economy remains on course
From
PWM Research
April 3, 2017
Changing population dynamics top long-term trend for private banks
The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios
From
PWM Research
March 27, 2017
US and China key growth drivers of global economy in 2017
Respondents to PWM’s global asset tracker survey see the economies of China and the US as the key drivers of global growth in the year ahead
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Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
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