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From PWM Research / Asset Allocation February 18, 2016

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

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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

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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

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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

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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