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‘Special one’ may be on your doorstep

The attraction of the global-scale distributor is undeniable, but what the ‘national champions’ have to offer could be far more useful

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ETFs on the rise

A migration in the use of ETFs from the institutional world to wealth management and retail space seems likely, but it will take time. Elisa Trovato reports

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The search for business excellence

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Position private banks to avoid contagion

Ted Wilson explains how maintaining wealth management activities in the wake of the credit crunch is vital

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LATEST BAER SET-UP SHIFTS GAM TO CENTRE

The cosy old family structure of Julius Baer may have changed forever. But, writes Yuri Bender, bank bosses hope to boost profits by encouraging more co-operation between private bankers and product developers in the asset management division

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Protect and serve

Absolute return strategies – originally borne out of the need to preserve investors’ capital during the equities downturn – are now popular core offerings for many managers. Elisa Trovato reports

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Wealth managers still assessing index investing

ETFs have yet to gain the popularity among private clients that they enjoy with instituational investors. But a combination of active and passive management could prove ideal, writes Elisa Trovato

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An innovative investment solution

Combining the advantages of both index funds and stocks, ETFs carry a range of benefits for private clients. Eleanor Hope-Bell, head of wealth sales at iShares, explains

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The new etf generation

Thibaud de Cherisey of Invesco explains why, as Europe’s appetite for ETFs grows, intelligent indicies look set for a bright future

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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