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
Regions

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

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

The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?

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

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

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

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

Structural shifts imply Swiss focus is overseas
Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions

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
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