Professional Wealth Managementt

By Elisa Trovato
Ash Misra, Lloyds TSB

PWM invited eight leading figures in private banking and asset management to debate the optimum ways to construct portfolios that offer global exposure for private clients. Topics discussed include taking a top-down or bottom-up approach, how to identify the best stocks and how to mange risk. Elisa Trovato directs the debate.


Already registered? Sign in here to access content now.


To read PWM content for free, register now by completing a short form.


Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards