Foreign investors looking to access the Indian growth story should consider targeting mid-cap companies, writes Yuri Bender.

Most family offices intend to maintain or increase allocations to private equity, and are using a wide range of investment vehicles to pick up assets at low prices, writes Karl von Bezing.

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

Neptune’s boutique nature allows its fund managers freedom to take advantage of market opportunities, explains European distribution chief Paul Boughton, resulting in impressive inflows. Yuri Bender reports.

Dr Wolfgang Leoni, Sal Oppenheim

Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato.

Robert Haugen, Alfred Berg

PWM hosted a discussion with Professor Robert Haugen, inventor of the Minimum Variance quantitative investment concept, at the end of June in London. Professor Haugen’s discoveries shook the world of portfolio management from the 1960s onwards, but were never popular with the investment and business school establishment.

Joanne Warner, First State

As government stimulus packages draw to a close, commodity prices have fallen, and continued demand from the emerging markets, and China in particular, is of increasing importance to the sector. Ceri Jones reports.

Burkhard Varnholt, Bank Sarasin

As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.

Thematic or climate change funds can provide a wide range of opportunities across a number of industries, and are well suited to high net worth private clients.

John Bennett, Man Group

Whether targeting traditional insitutional investors or private banks, hedge fund providers must be able to demonstrate high levels of transparency, liquidity and service, reports Yuri Bender.

Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.

Each month in PWM, 12 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy.