Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?
Asset Allocation

Private asset nirvana clouded by recent hedge fund history

Existing real estate trends accentuated by Covid-19 pandemic
While sectors like hospitality, retail and offices have been hit hard by the pandemic, others, such as logistics, are thriving. How should investors be responding to this upheaval?

Coronavirus unlikely to spell end of the office
Working from home may have become the norm during the pandemic, but its is doubtful companies will drastically cut back on their property portfolios, though a focus on sustainability and employee wellness is likely to increase

Navigating the bond markets in an era of crisis management
David Roberts, head of the fixed income team at Liontrust, discussed the unprecedented central bank response to the Covid-19 crisis as well as the opportunities and challenges in bond markets in a recent video interview with PWM

How alignment can create impact for ESG investors
The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Investors expect pandemic to create vintage private equity opportunities
Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

As clients open up to ESG, what role should wealth managers play?
There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

Coronavirus volatility lays bare generational split towards investing
While older investors remained relatively calm during the market fluctuations earlier this year, younger clients required more reassurance from wealth managers

ETFs prove worth amid Covid-19 chaos
Investors have found the transparency and liquidity exchange traded funds provide have been invaluable in the market volatility sparked by Covid-19

Private View Blog: Why boards have a duty to reinforce resilience
Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices
Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.
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