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Brian O'Rourke, Mediolanum Asset Management
From PWM Research / Sub-Advisory April 12, 2019

Sub-advisory can make for marriage made in heaven

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

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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

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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 

Sergio Trezzi, Invesco
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

Ryan Blute, Pimco
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

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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

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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

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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

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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

Chart 8 growth drivers

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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