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Can digitalisation power investment returns?

Technology provides clients with real time data around markets and portfolios, enabling them to make timely decisions. But it is important to distinguish between investing and trading mentalities

Brice Thionnet, UBP

UBP using direct deals to gain access to private markets

Client portfolios in private assets should be split between real estate, infrastructure, private debt and private equity, believes Brice Thionnet, global head of private markets at UBP

West Lockhart, BlackRock

Private market strategies becoming core parts of wealth portfolios

Access to private markets is becoming easier for high net worth investors, but wealth managers have a duty to ensure clients are well aware of both the upsides and potential downsides of these investments

Michael Ostro 2

Private markets: the dividends and dangers of illiquid investment

Given their breadth, this relatively predictable market can provide untapped opportunities for diligent portfolio managers

Joan Bozek, Clarfeld Citizens Private Wealth

Three ways wealth advisers can manage expectations across generations

Advisers play an important role in inter-generational communication, explains Clarfeld’s director of trust services

Arun Sai, Pictet Asset Management

What investors should reassess after Silicon Valley Bank's collapse

The demise of the tech start-up lender is symptomatic of the economic strains caused by rapidly rising interest rates, argues Pictet's Arun Sai  

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Global Asset Tracker: Banks urge investors to embrace alternatives

Hedge funds and private assets can help diversify portfolios and reduce volatility, but private clients remain sceptical 

Investing in impact bonds

Jessica Zarzycki, portfolio manager, ESG/impact fixed income at Nuveen, speaks to PWM about how investors can achieve sustainable outcomes without sacrificing competitive returns

Investing in sustainable real estate

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios 

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Investing with impact across asset classes

Amy O’Brien, Nuveen’s global head of responsible investing, discusses how investors can effectively address social and environmental issues using their portfolio

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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