Professional Wealth Managementt

Home / Asset Allocation

RSS

Asset Allocation

Deborah Owens, WealthyU

Why women must seize the investment opportunities on offer in equity markets

Investing in the stockmarket should be a priority for all women, and especially women of colour, argues Deborah Owens, founder of financial wellness company WealthyU

Alice Wang, Quaero Capital

China faces up to economic and political realities

Investors must closely monitor government policy in China to identify the growth industries of tomorrow

Valentin Betrix, RAM Active Investments

Using technology to navigate a new era of data-driven investment

Advances in artificial intelligence and machine learning technologies have unearthed a treasure trove of opportunities for finance practitioners keen on leveraging digital data to maintain their edge

Riccardo Petrachi, LGT Private Banking

Alternative expertise helps LGT make headway in ultra-high net worth space

Private equity remains an under invested asset class, believes LGT Private Banking, with an abundance of opportunities for wealthy individuals and family offices

GET choppy waters

Asset managers steer through choppy waters

Consolidation, technology and alternative assets all touted as possible ways to reverse declining assets under management

Get covid brexit

Asset allocators must learn the lessons of the past

Fund houses must devote more time and resources to analysing tail risks of past events such as the Covid pandemic and Brexit, agreed panellists at FundForum in Monaco 

Jim Roth, Zamo Capital

Why size still matters for private markets funds in the impact space

Large institutional investors, in common with wealth managers and private banks, tend to favour bigger, established private equity managers, rather than emerging houses. But there are signs this is gradually changing

443250-think-innovation-hero-1380x800

Making an impact with fixed income

Impact investing is an increasingly compelling consideration for core bond allocations.

Omotunde Lawal, Barings

What does Erdoğan's re-election mean for the Turkish economy?

A shift towards more orthodox policies and less political interference is necessary for there to be a change to investor sentiment towards Turkey 

GET - Digital returns

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

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

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (June - July 2023)

Wealth Tech Awards 2023

Join our community