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
Asset Allocation
From
PWM Research
/ Asset Allocation
August 25, 2015
‘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?
From
PWM Research
/ Asset Allocation
October 17, 2011
Finding opportunity in market volatility
Institutional investors are streamlining their decision making process so that they can rise to the investment opportunities thrown up by market turmoil. Ceri Jones reports
From
PWM Research
/ Asset Allocation
April 5, 2011
A proactive approach to maximising returns
Institutional investors across Europe are grappling with how best to turn volatility from risk into opportunity. Ceri Jones reveals the results of our investor survey
From
PWM Research
/ Asset Allocation
February 7, 2010
Investors to rebalance portfolios
European institutional investors share common concerns, although country-specific differences may drive investment strategies. Ceri Jones reveals the results of our investor survey
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The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
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