Professional Wealth Managementt
Elisa Trovato web
From Comment October 15, 2020

Private View Blog: Billionaire’s wealth surges as world suffers

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Didier von Daeniken, Standard Chartered
From Wealth Management / Business Models October 1, 2020

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

CBI Index pic 2020
From Special Reports September 7, 2020

CBI schemes taking steps to address reputational issues

With citizenship by investment schemes more popular than ever, countries offering these programmes are pulling together to help improve the industry’s image 

                       
                         
                   
                         
Fixed income in focus         Bonds for 2020 and beyond            
A new era for diversified investments
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech August 28, 2020

Fintech on Friday: Robo-advisers and the future of financial planning

Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful

Bill Winters
From Sustainability September 30, 2020

On the spot: Can markets alone solve environmental issues?

Ronald Cohen from the Global Steering Group for Impact Investment and Standard Chartered CEO Bill Winters ask if government involvement is needed to push markets in a greener direction

Silvia Fazio
From Sustainability September 30, 2020

Ideas exchange: Companies should seek out black female talent in Brazil

More than half of Brazil's population is black and yet less than 5 per cent of C-level positions are occupied by black people, with women particularly underrepresented

Apiramy Jeyarajah, Aviva Investors
From FinTech September 17, 2020

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Tom Naratil, UBS
From Wealth Management / Private Banking August 5, 2020

UBS co-heads strive to combine tradition and innovation

The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital

Shaunak Mazumder, Legal & General Investment Management
From Wealth Management / Business Models September 9, 2020

Racial diversity essential to securing the best staff and highest profitability

Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table

Doug Fritz, F2 Strategy
From FinTech July 24, 2020

Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Ylva Baeckstrom
From Wealth Management / Business Models September 2, 2020

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Teresa Parker, Northern Trust
From Wealth Management / Business Models August 24, 2020

Financial firms predict office will remain post-Covid business hub

Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home

PWM 0820 cover
From Wealth Management August 20, 2020

Private asset nirvana clouded by recent hedge fund history

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Guy Barnard, Janus Henderson
From Asset Allocation / Portfolio Management August 17, 2020

Existing real estate trends accentuated by Covid-19 pandemic

While sectors like hospitality, retail and offices have been hit hard by the pandemic, others, such as logistics, are thriving. How should investors be responding to this upheaval?

Charles Chang
From Financial Centres / Asia / China June 24, 2020

The paperless potential of China’s digital currency

The digital RMB has the potential to stimulate both the Chinese and global economy, as well as benefitting the poorest in society

From Fund Selection October 22, 2020

Fund selection - October 2020

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

From Sustainability September 30, 2020

Investor engagement on climate has a long way to go

Asset managers may take climate factors into account when making investment decisions, but many are failing to engage with the companies themselves over these issues

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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