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Asset Allocation

Eleanor Hope-Bell, State Street Global Advisors

The future of ETFs in private client portfolios

PWM invited leading figures in the wealth management industry to discuss what is driving the growth of exchange traded funds, the impact of regulation and the debate between physical and synthetic vehicles

Frédérique Carrier, RBC Wealth Management

Time to gain exposure to the European recovery?

Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?

Steven Wieting, Citi Private Bank

Emerging markets down but not out

Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies

Fan Jiang, JP Morgan Private Bank

Clear benefits tempt private investors back to hedge funds

Hedge funds can play an important role in preserving and growing capital, but despite huge interest from institutional investors, the events of 2008 still loom large in private clients’ memories

Gautam Chadda, RBC Wealth Management

The hunt for income based solutions in a land of low yields

Investors are desperate for yield to fulfil their needs but in order to do so they must be convinced to take on more risk, which can cause headaches for their advisers

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Time for alternative investments to play their part

Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations

Henrik Lundin, Nordea Private Banking

Testing the limits of a liquid diet

Private bankers believe returns will be harder to come by this year and are encouraging clients to increase allocations to illiquid investments such as private equity and real estate in response. But do investors have the stomach for it?

Scilla Huang Sun, Swiss & Global

Luxury loses some lustre amid emerging market woes

Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?

Kurt Feuerman AllianceBernstein

US economy edging back towards normal

US stockmarkets have had a shaky start to the year but fund managers remain convinced that the economic recovery will continue and equities should do well

Timothy Bell, UBS Wealth Management

AIFMD opens hedge fund universe to wider audience

AIFMD should entice a large number of new investors into hedge funds, but will the high entry costs of complying with the new directive mean only larger fund providers will be able to offer these new vehicles?

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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