Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility
Latest news
Best to invest overseas warn South Africa’s wealth managers
South Africa’s private banks may excel in their use of technology, but the country faces economic and political problems
Teething problems inevitable as China opens up, says Eastspring
The Chinese authorities’ attempts to manage their economy should improve with experience, says Eastspring’s David Lai
Long-term mindset needed to get the most out of Africa
Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers
Would the UK be better off outside the EU?
Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur, discuss the impending referendum in the UK
Finding the formula for brand success
Fund management is dominated by global players but there are still plenty of boutique firms delivering healthy returns
Need for one-stop solution means multi-asset funds far from a fad
New ethos needed to match millennials’ entrepreneurial spirit
The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs
Wealth managers seek new ways of delivering investment value
Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable
|
|
|
||||
|
|
|
|
|||
| Fixed income investing | Investment in equities |
Social and Responsible Investment |
|||
Succession planning: Family unity key to establishing who will follow the leader
Both entrepreneurs and their offspring lose sleep over how family assets should be passed between generations, while wealth managers are terrified of losing clients. A clear and open discussion is vital in ensuring a smooth succession
Next generation reshapes world of philanthropy
Charitable activities can bring families together, but with younger generations frequently having different goals and ideas, they can also prove divisive
Asian expansion spearheads UBP’s global ambitions
UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks
Should investors bet on banking stocks?
Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully
Threat of further volatility stalks global stockmarkets
Equities endured a torrid start to 2016 and despite recovering lost ground, turbulence is likely to continue. How should investors respond?
Panama fallout leaves banks in deep water
The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope
Is smart beta really such a clever idea?
Smart beta is taking off, with assets flowing into products following these strategies and ever-more providers entering the arena. But should private investors steer clear?
Why there is more to the Gulf than oil
Karim EL Solh, CEO of Gulf Capital, talks to Yuri Bender about the impact of low oil prices on the GCC and why private equity may be the best investment route into the region
Brexit could benefit City of London
Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU
Time to unleash the geeks on unsuspecting public
UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
Ball now in boutiques’ court for Asian recruitment game
With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent
Should EU stay or should EU go now?
What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?
How closer engagement with clients can boost performance
Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made
Fund selection - May 2016
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
Latest PWM video
Join our community
|
|
|
|
|
|
Follow Us on Twitter
Global Private Banking Awards 2016
Most Viewed Content
-
3 recommendations
-
11 recommendations
-
4 recommendations
-
Growing the family business1 comment