Archive » 2012 » Issue 100 (May)
Thematic investing: the neverending story
03 May, 2012
The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power
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A more efficient way into the environmental sector
03 May, 2012
As global resources become scarcer, companies developing more efficient solutions look like attractive investments
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Real estate a comfortable fit
03 May, 2012
Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns
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Massimo Tosato, Schroders |
Schroders reaps rewards of forays into the East
03 May, 2012
Schroders’ distribution chief, Massimo Tosato, evaluates the growing threat of ETFs to the funds industry and how it intends to cope with increasing European regulation
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Christine Ross, SG Private Banking Hambros |
SG Hambros out to make life less taxing for offshore clients
03 May, 2012
Christine Ross from SG Private Banking Hambros discusses the importance of tax planning for cross-border clients and the bank’s strategy for growth
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Do hedge funds have a place in client portfolios?
03 May, 2012
Francis Frecentese (left), global head of hedge fund research at Citi Private Bank, and Burkhard Varnholt, CIO and head of asset management products and sales at Bank Sarasin, debate the role hedge funds should play in client portfolios
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Bringing the digital revolution to private banking
03 May, 2012
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Bart-Jan Van Der Linde, Société Générale Private Banking |
Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up
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Thematic thinking enters mainstream
03 May, 2012
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Alan Higgins, Coutts Private Bank |
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy
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Guy Monson, Sarasin & Partner |
Building durable portfolios key to Sarasin’s approach
03 May, 2012
Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared
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Solid yields compensate for real estate wobbles
03 May, 2012
Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors
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Bolder portfolios ready to re-embrace alternatives
03 May, 2012
Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever
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High allocations to bonds risk upsetting the balance
03 May, 2012
Many funds with high allocations to bonds may not be as balanced as their name suggests, and investors need to be aware of the risks
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Fund selection - May 2012
03 May, 2012
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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