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Spoilt for choice
Investment banks and fund managers are locked in a battle for the favour of distributors of financial products to high-net worth individuals. Paula Garrido pits the banks’ structured products against the managers’ longer termist pooled fund products
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Top of the class
Gaining client trust means not only offering excellent portfolio construction and investment opportunities but also a commitment to open architecture
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Ending the active versus indexed debate
This perfect combination of active and index investment approaches works because it is based on the client’s own assets allocation model
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Cashing in on inefficiency
Interference by central banks means the currency market is prone to profit-making opportunities
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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