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Asset Allocation

Christopher Taylor, Blue Sky Asset Management Limited

À la carte fine dining or ‘Big Macs’?

Christopher Taylor explains the need to differentiate between ‘structured products’, which can just be sales and marketing driven, and ‘structured investments’, developed by research-backed investment thinking

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Providing safety and simplicity

Investors burned by the collapse of Lehman Brothers are shying away from exotic structures and looking for less complicated products and greater transparency. But they also know that the highly volatile markets mean that there are big opportunities to be found, writes Nat Mankelow

Demystifying structured products

In these turbulent markets, investors and financial advisers are demanding more information on their investments. With the spotlight turned on structured market-linked investment products that are sold to retail investors, Lauren Ash, Global Head of Structured Products Marketing at Citi, addresses some key questions about how these investments work

Ravi Bulchandani, Barclays Wealth

An alternative route to absolute returns

Recent market turbulence has seen clients increasing their allocation to alternative investments, particularly in sophisticated markets. But some investors still perceive them as a risky allocation, writes Elisa Trovato

Seeking additional returns in a difficult environment

Multi-asset structured products are a one-stop shop for investors to capture their investment views and diversification needs, making them an appealing investment proposition. These products can be structured to give either direct exposure to the underlying assets or indirect exposure through actively managed underlyings such as funds, write Julie Wan and Federico De Palma

Private Equity: Alive and Kicking!

Despite the collapse of mega deals and slowing activity, private equity fund raising is in a healthy state and the asset class can provide premium returns over the longer term, writes Marwan Naja

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Taking advantage of difficult markets

Mass affluent and retail investors tend to take a wait and see approach to market turbulence, but there are opportunities for the more sophisticated private clients. Nat Mankelow reports on the structured products that aim to take advantage of turbulent conditions to increase market share

Synthetic solutions still rule

Whether it is down to a lack of imagination or of distribution power on the side of fund houses, actively managed products are being sidelined in many parts of Europe in favour of synthetically produced investment banking products. Elisa Trovato speaks to some of the more innovative and successful providers

Selecting the best trajectory for stock market re-entry

The wealthy investor, rendered wary by several stormy years, is preparing to step back into the world of equities. Felix Lanters offers a guide to picking the right investment strategy and the appropriate manager.

An even spread of balanced risk

Asset allocation is about controlling the risk added to the portfolio by each of its components.

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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