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Wealth gatherers moving Eastwards

Geographical redistribution of wealth is forcing private banks to re-address their growth strategies, writes Elisa Trovato

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Gaining access to the family office

The alliance between SG Private Banking and Rockefeller will give the French institution know-how in consolidated reporting, performance analysis and management of non-financial assets, reports Elisa Trovato

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A vintage year for private banking

Cath Tillotson explains why last year’s results indicate that 2008 could prove to be a good year for the private banking business

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Why performance isn’t everything

Speakers at the recent Inside Wealth Management forum in Zurich highlighted the need to preserve traditional Swiss values in an increasingly global financial world, writes Yuri Bender

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Belgian firm embraces new stomping grounds

Christiaan Sterckx, head of product development at KBC Asset Management, tells Yuri Bender how demand for structured products has led the fund house to expand into territories outside its traditional home markets

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Identifying opportunities in dark times

Picking up good stocks at low valuations and recruiting quality personnel currently out of work are just two ways that asset managers can benefit from the current market uncertainty. Elizabeth Cripps looks at where the big wins are likely to come from

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Innovation means Traditional model no longer fits

The increasing use of ETFs, structured products and evolving commodities themes has led to a blurring of the boundary between core investments and their satellite assets. Elizabeth Cripps reports

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ETFs and core satellite investing

Investors can use exchange-traded funds as a core investment in a portfolio, but as the exposures offered by ETFs increases, they are also increasingly being used as the satellite says Nick Shellard, head of UK sales at iShares

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Equity multi-strategies: more than alphas

Large investment houses have developed a diverse range of strategies and products. More and more now seek to optimise that range in pursuit of better risk-adjusted returns. Christophe Lemarié head of Equities, Global Balanced and Convertibles Bonds at Crédit Agricole Asset Management in Paris, answers the questions on CAAM’s multi-strategies approach to equities

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Is the bubble set to burst?

Despite warnings of a crash, commodity fund managers are generally optimistic that price rises will continue, writes Simon Hildrey

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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