Professional Wealth Managementt

Home / Regions / Americas & Caribbean / USA

USA

Kurt Feuerman AllianceBernstein
From Regions / Americas & Caribbean / USA February 24, 2014

US economy edging back towards normal

US stockmarkets have had a shaky start to the year but fund managers remain convinced that the economic recovery will continue and equities should do well

Mark Haefele, UBS Wealth Management
From Regions / Americas & Caribbean / USA December 2, 2013

Currency volatility central to portfolio performance

The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations

Catherine Weir, Citi
From Regions / Americas & Caribbean / USA November 29, 2013

Citi senses opportunity in rise of next generation

Citi’s Catherine Weir believes the vast wealth due to be passed from one generation to the next over the coming decade presents a huge opportunity for family offices and wealth managers

From Regions / Americas & Caribbean / USA July 3, 2013

Banking stocks back on the menu

High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts

From Regions / Americas & Caribbean / USA July 3, 2013

Swiss moves over bank secrecy could go global

Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world

From Regions / Americas & Caribbean / USA July 2, 2013

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Manuela D'Onofrio, Unicredit
From Regions / Americas & Caribbean / USA May 29, 2013

East vs West in global equity allocations

Unicredit’s Manuela D’Onofrio and Lim Say Boon from DBS discuss whether investors should head to developed or emerging markets in their global equity allocations

Catherine Raw, BlackRock
From Regions / Americas & Caribbean / USA May 2, 2013

Commodities suffer as investors flock to equities

Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Rhian Horgan, JP Morgan Private Bank
From Regions / Americas & Caribbean / USA May 2, 2013

Sky-high prices for prime property widen horizons

Demand for prime property has driven up prices in gateway cities. Investors have responded by looking at secondary properties in these markets, while also considering less glamorous locations

Christian Gattiker, Julius Baer
From Regions / Americas & Caribbean / USA April 8, 2013

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

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018