Professional Wealth Managementt

Home / PWM Research

RSS

PWM Research

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

Chart 4 Trump AA

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 

Chart 3 - impact of Brexit

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

Chart 1 - volatility
Paul Donovan, UBS

Global asset tracker: Geopolitical risk dominates asset allocators’ outlook

PWM’s second asset allocation survey comes at a time when economic fundamentals are expected to play a much more prominent role in asset valuations, while managing volatility will also remain key 

Didier Chan-Voc-Chun, UBP

Rising regulation drives growth of sub-advisory

Despite a slower 2016, there is evidence that changes to the regulatory environment are driving distributors away from off-the-shelf funds and towards the sub-advisory model

Katherine Nixon, Northern Trust

Global Asset Tracker: Don’t fear market volatility – plan for it

PWM’s first asset allocation survey comes at a time when a number of factors have seen volatility dominating markets. Will this continue and how are leading banks positioning portfolios in response?  

Global Asset Tracker - extra charts

PWM’s first annual private banking Global Asset Tracker survey, based on interviews with chief investment officers, heads of asset allocation and chief investment strategists of 35 selected global and regional private banks. Together they manage more than $7.5tn in total client assets globally

Martin Mlynar, Corestone

Bespoke mandates turn house views into reality

Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow

PWM 0915 cover

‘Global gorillas’ reach for the stars

Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

Gian Maria Mossa, Banca Generali

Search for alpha drives rise of sub-advisory relationships

Respondents to PWM’s eleventh annual sub-advisory research survey predict the use of third party managers will continue to grow while expecting an increase in the use of alternative assets

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