Professional Wealth Managementt

Home / PWM Research

RSS

PWM Research

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

PWM 0422 cover

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

0222 cover
From PWM Research / Asset Allocation February 28, 2022

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 

0222 cover
From PWM Research / Asset Allocation February 28, 2022

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 

0222 cover
From PWM Research / Asset Allocation February 28, 2022

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

0222 cover
From PWM Research / Asset Allocation February 28, 2022

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
From PWM Research April 29, 2021

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

Carol Geremia, MFS Investment Management
From PWM Research April 21, 2021

True diversity and inclusion all about culture, not quotas

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Chioma Nwankwo, Fidelity Bank

Mentorship helps Asian and African women to power ahead

Encouraging rising talent is crucial to helping women break the glass ceiling

Katherine Nixon, Northern Trust
From PWM Research / Asset Allocation March 1, 2021

Changing trade patterns may trigger portfolio shifts

Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

Join our community