Archive
Grab and grow
Private banks and wealth managers seeking to increase in size are combining acquisition with organic growth. However, while mergers may be all about setting your sights on the right target, asset gathering is a complex fusion of sophisticated products, staff retention and a new ‘holistic’ approach that is currently so fashionable. Elizabeth Cripps reports
Making your money work harder
Bank and asset allocation companies have undergone sweeping changes in the way they work, reponding in a tailored and sophisticated manner to client demands. Elisa Trovato reports
A market that continues to grow and innovate
More and varied enhanced cash funds have come to the marketplace in recent years, aiming to offer clients with more stable cash balances the opportunity to increase returns. Investors must consider the risks being taken to achieve higher returns and the current issues when comparing available products
Still a major player, despite some investors’ suspicions
Alternative investments, for all their growth and increased acceptance into the mainstream, still have their doubters. Worries about transparency and the conservative attitude of more traditional investors and managers have, however, helped these asset types to evolve into more sophisticated instruments
Access to secured debt at floating interest rates
A low volatility profile combined with positive returns during turbulent stockmarket periods have led to senior bank loans being given allocations ahead of high-yield securities in investors’ portfolios. But what are the characteristics of this asset class, and what are the available investment opportunities?
Optimism presides but one eye on US
There is still a cautious sense of optimism in the high yield market, after three solid years, as many predict a benign economic environment which will benefit the sector. However, one fear is a potential slowdown in the US economy. Simon Hildrey reports
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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