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Archive » 2010 » Issue 85 (November)
Time for a bit of common sense
23 October, 2010

Private banks may place great store in academic theories when contructing portfolios, but clients usually prefer a simpler approach.

Aniruddha Joshi, Hirco

Real potential in Indian construction
23 October, 2010

With huge demand for new housing in India there are plenty of opportunities for those looking to invest in real estate, writes Yuri Bender.

Tapping the potential of life insurance investments
23 October, 2010

Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.

Jane Fraser, Citi

Money in motion provides key target for Citi
23 October, 2010

Citi Private Bank’s open architecture approach will stand it in good stead following its restructure, believes CEO Jane Fraser. Yuri Bender reports.

Global Private Banking Awards 2010
23 October, 2010

Operating in a marketplace that has been significantly altered by the fallout from the financial crisis, private banks and wealth managers are adopting new business models. The second annual Global Private Banking Awards reflect those institutions successfully adapting to the new landscape and addressing their clients’ needs, writes Yuri Bender. Additional reporting by Ceri Jones, Rekha Menon, Haig Simonian, Elliot Smither and Elisa Trovato.

Philip Philippedes, iShares

ETF flexibility put to a multitude of uses
23 October, 2010

The simplicity and efficiency of exchange traded funds have seen even committed active managers start to utilise them for a range of different purposes, but they are not without their limitations. Ceri Jones reports.

Sandro Naef, Capital Four

High yield remains attractive in low return environment
23 October, 2010

Flows into high yield bonds remain steady as the asset class continues to appeal to investors attracted by improved corporate fundamentals and the promise of low default rates. Ceri Jones reports.

Building a diversified global portfolio
23 October, 2010
Ash Misra, Lloyds TSB

PWM invited eight leading figures in private banking and asset management to debate the optimum ways to construct portfolios that offer global exposure for private clients. Topics discussed include taking a top-down or bottom-up approach, how to identify the best stocks and how to mange risk. Elisa Trovato directs the debate.

Panel investment
23 October, 2010

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.

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