Professional Wealth Managementt

Home / PWM Research

RSS

PWM Research

Nannette Hechler-Fayd’herbe, Credit Suisse

Rebalancing client allocations in view of the great rotation

CIOs are finding it hard to persuade clients to review their portfolios, overly exposed to growth stocks and cash, and increase exposure to beaten-down assets

desert-2227962_1920

Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

skyscrapers-5838029_1920

Repositioning portfolios for a post-pandemic world

Asset allocators are reducing bond exposure in favour of equities and increasing exposure to Asian assets as they prepare for life after Covid-19

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

Manish Kashyap, CBRE

Coronavirus unlikely to spell end of the office

Working from home may have become the norm during the pandemic, but its is doubtful companies will drastically cut back on their property portfolios, though a focus on sustainability and employee wellness is likely to increase

PWM 0220 cover image

Global Asset Tracker: High conviction themes move to core of client portfolios

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility

PWM 0220 cover image

Global Asset Tracker: Global stability prompts push into riskier assets

Respondents to PWM’s fifth annual asset allocation survey recommend clients overweight equities and alternatives at the expense of bonds, but warn of increased volatility and the need for a long-term view

PWM 0220 cover image

Global Asset Tracker: Low yield world sparks new roles for debt and alternatives

Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

Elisa Trovato web

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Brian O'Rourke, Mediolanum Asset Management

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

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

Join our community