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Tech revolution accelerates private banking evolution

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss how private banking institutions are rising to the digital challenge 

© Alexandre Guirkinger

Roundtable: Out with the old asset allocation models and in with the new

PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world

Philip Philippides, Amundi

Evolution of ETFs creating both obstacles and opportunities

PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios 

Eleanor Hope-Bell, State Street Global Advisors

The future of ETFs in private client portfolios

PWM invited leading figures in the wealth management industry to discuss what is driving the growth of exchange traded funds, the impact of regulation and the debate between physical and synthetic vehicles

Peter Preisler, T. Rowe Price

Regulation impacts sub-advisory growth

Leading figures from the fund management world discuss the changing dynamics of the European distribution landscape and the rationale for outsourcing assets to sub-advisers

Emanuele Ravano, Pimco

What does the future hold for fixed income?

As Fed chairman Bernanke set out the case for phasing out all quantitative easing by the middle of next year, what does this mean for the fixed income markets and the role of bonds in private investors’ portfolios?

Florent Brones, BNP Paribas Wealth Management

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

Eleanor Hope-Bell, State Street

Tumultuous love affair with ETFs set to continue

PWM invited leading figures in the wealth management industry to discuss the huge expansion in the use of ETFs, concerns over synthetic products and implications of this growth for active management

Investing in the US - Introduction and speaker biographies

The US economy has been performing better than most developed markets, but with a “fiscal cliff” on the horizon and a stuttering global economy, can this continue?

Investing in the US Part 6

The search for yield

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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