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
Asset Allocation
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Asset Allocation
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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
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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
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Private markets: the dividends and dangers of illiquid investment
Given their breadth, this relatively predictable market can provide untapped opportunities for diligent portfolio managers
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
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Asset Allocation
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
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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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