Professional Wealth Managementt

Home / Regions

RSS

Regions

PWM 0316 cover

Silver lining to cloud over private banking

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

Min Lan Tan, UBS
From Regions / Asia / China

How bad is the economic situation in China?

Min Lan Tan, head of UBS Wealth Management’s Asia Pacific investment office, and Christophe Donay, chief strategist at Pictet Wealth Management, discuss the situation in China

Denise Voss, Alfi

Luxembourg’s fund industry eyes global expansion

The Grand Duchy is Europe’s leading investment funds domicile and now plans to make inroads into China and Latin America, according to promotional body Alfi

Anthony Cragg, Wells Fargo
From Regions / Asia / China

Expect China to continue on its upward trajectory despite recent wobbles

China has a solid framework for growth in place and can be expected to manage the transformation of its economy, although there will be a few hiccups on the way. Current equity valuations could make this an attractive entry point  

Jürg Zeltner, UBS

Asian expansion and technological innovation central to UBS’ plans for the future

Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs

Salman Ahmed, Lombard Odier Investment Managers
From Regions / Asia / China

China’s economy slowing but far from freefall

The Chinese economy is being restructured and the current slowdown is largely a reflection of this transition, while policymakers have plenty of room for manoeuvre 

Julius Baer - Getty
From Regions / Asia / China

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

Janine Menasakanian, Vanguard

Wealth managers’ mixed feelings over impact of robo-advisers on the industry

Opinions are divided among the wealth management community over whether the rise of robo-advice is something to be feared or embraced

Sukumar Rajah, Franklin Local Asset Management Group
From Regions / Asia / China

Should investors bet on India or China?

India is predicted to become the world’s fastest growing economy, while China’s has been slowing down, but what does the future hold for these countries and how should investors be positioned?

Bill Vasilieff, Novia

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community