With private banks and wealth managers facing huge challenges in the current financial climate, the inaugural Global Private Banking Awards reflect those institutions that are successfully addressing their clients’ needs, writes Yuri Bender
Archive
Niche products with diversification benefits
With socially responsible investments are becoming increasingly mainstream products, KBC Asset Management is able to look back on a long tradition in managing sustainable investments
Can the good times keep on rolling?
High yield bonds have enjoyed a great year so far, but worries about if the recent rally can continue and whether the high levels of defaults are set to continue are leading some to question just how attractive the asset class remains. Ceri Jones reports
Providing a full range of solutions for investors
Tailor-made solutions intended for high net worth clients of the private wealth management (PWM) industry have been increasingly successful and have proven a reliable source of performance. In a still disturbed but healing financial environment, Etienne Roesch explains how Société Générale Corporate & Investment Banking’s PWM team provides a full range of investment solutions for private clients across Europe relying on its Cross Asset approach.
Stepping beyond the benchmarks
Giuseppe Di Stani, managing director at Morgan Stanley, looks at how investors might consider accessing research-led stock screens
Credit Agricole enjoying the vigour of youth
Laurent Guillet, deputy CEO of CASAM, tells Yuri Bender about plans to prioritise structured products and to continue the expansion of the ETF range
Bringing a total banking system to the regions
Ian Marsh discusses strategic moves towards onshore banking and how he believes the ability to offer an integrated banking model sets Credit Suisse apart from its rivals. Yuri Bender reports
HARNESSING the power of the market
The role of asset allocation is crucial to the performance of a client’s portfolio, but some private clients are making important decisions without even realising it, writes Yuri Bender
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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