Professional Wealth Managementt

Home / Archive

RSS

Archive

images/article/2034.photo.gif
From Archive

1

images/article/2033.photo.gif
From Archive

Treating volatility as an asset class

Nat Mankelow assesses whether ‘hidden’ assets such as volatility could provide a source of spice for risk-neutral structured product investors

images/article/2016.photo.gif
From Archive

Avoiding sleeping with the enemy

Multi-management is a good way of offering a range of funds and avoiding the conflicts thrown up with open architecture. So why when its potential seems huge, has the take-up been so limited?

images/article/2015.photo.gif
From Archive

Post-merger ‘myopia’ spurs Italian fund house crisis

Total net sales of foreign funds reached a record figure of e7bn during the course of this year, at the expense of local offerings. Elisa Trovato reports

images/article/2014.photo.gif
From Archive

Private banks sweat on MiFID’s arrival

Ted Wilson looks at the implications associated with the arrival of MiFID for private banks, who are confused about what it will mean in practice

images/article/2013.photo.gif
From Archive

Claw back credibility

The third annual European Fund Series of events is about to hit Milan. Major players will discuss what can be done to restore Italian providers’ credibility

images/article/2012.photo.gif
From Archive

German firm seeks out Czech mates

The financial market in the Czech Republic is starting to take off in a big way. Yuri Bender talks to Martin Gardavsky about OVB Allfinanz, a one-stop shop that is providing Czechs with valuable tools

From Archive

Czech list for success

  • Train advisers with a customised programme, including how to advise on a series of appropriate products, depending on a client’s age, financial and professional status and needs.
  • Conclude partnerships with a series of big-name, reputable, international and local product providers, able to supply a broad range of diversified products.
  • Plan for the long term, both in business and investment.
  • Do not risk clients’ assets unnecessarily. The history of the region is a turbulent one, with customers having a poor experience of both unregulated pyramid schemes and some government backed investments.
  • Once you have secured a client, keep visiting them regularly, and proposing new financial planning tools for all needs.
From Archive

The OVB network in action

images/article/2009.photo.gif
From Archive

Brew the perfect partnership

Mergers and acquisitions are becoming a growing trend in the European financial services market, and now could be the right time to go for one of these options as investment firms are enjoying high profitability, writes Elisa Trovato

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

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (June - July 2023)

Wealth Tech Awards 2023

Join our community