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
PWM Research

Sub-advisory evolves to meet distributors’ rising demands

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

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

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
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
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
Allocators sense opportunities in Europe and Japan
Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities
US small caps expected to benefit from Trump effect
US small cap stocks should be less vulnerable to a stronger dollar and tend to outperform at this stage in the economic cycle
Brexit triggers significant changes in asset allocation
Almost half of respondents to PWM's second annual Global Asset Tracker have reduced exposure to UK stocks
Private banks braced for higher volatility
Wealth managers are expecting higher volatility in 2017 and believe portfolio diversification is the best way to mitigate it
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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