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Florent Brones, BNP Paribas Wealth Management
From Regions / Europe

Seeking European equities with international exposure

PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios

Philippe Brugere-Trelat, Franklin Templeton
From Regions / Europe

Money moves into European equities as region steps back from the brink

Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue

Patrick Rivière, La Française

La Française strives to make equities more palatable

Nervous investors are wary of making the jump from bonds to equities, says La Française’s Patrick Rivière, but regular dividend payouts and exposure to emerging markets can help settle nerves

Robert Horrocks, Matthews Asia
From Regions / Asia

The continued rise of the Asian consumer

Asian consumer stocks have been hot for many years now, but do they still provide good value?

Sean Bougourd, SG Hambros

Guernsey extols the benefits of island life

Although it boasts a thriving private equity industry, Guernsey must lessen its dependence on UK-sourced business and diversify into other areas if it is to prosper

Christian Gattiker, Julius Baer
From Regions / Asia / Japan

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

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Hunting for evidence of the ‘Great Rotation’

Whether or not investors are shifting from bonds to equities is open to debate, but the signs are that wealthy clients are ready to rebalance their portfolios

Erwin Schoeters, KBC Bank

KBC welcomes wealth back to Belgian shores

KBC’s Erwin Schoeters predicts the wealthy Belgians he serves plan to move assets from offshore centres back to the country and is positioning the bank accordingly

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Structural shifts imply Swiss focus is overseas

Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions 

Robert Aspin, Standard Chartered
From Regions / Asia

Indian reforms re-ignite investors’ interest

The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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