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Archive » 2012 » Issue 99 (April)
ETF backlash fails to diminish demand
29 March, 2012

Money continues to pour into exchange traded funds, despite questions over their construction and whether they are the best vehicle for a particular market

Robert Jukes, Collins Stewart

New breed of multi-asset portfolios aim to address shortfalls
29 March, 2012

Dynamically managed multi-asset portfolios that are goal-oriented and risk-targeted could be well suited to today’s volatile markets

Taxing times for offshore assets
29 March, 2012

Aggressive new tax initiatives are targeting cross-border wealth, but will clients declare their assets voluntarily, or play hard to get?

Roger Yates, Pioneer

Pioneer confident good times just around corner
29 March, 2012

Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

Ronnie Armist and Andrew Rodger, Stonehage

Stonehage aims to build structures that will last
29 March, 2012

Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

Should investors go for growth or play it safe?
29 March, 2012

Xavier Denis, chief economist-strategist at Société Générale Private Banking (left), and Dirk Wiedmann, head of investments at Rothschild Wealth Management, debate whether now is the time for investors to be looking to grow their assets, or should they be playing it safe?

Evaluating partnerships between independent wealth managers and private banks
29 March, 2012
Stefan Kolb, Deutsche Bank

Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Threats from inflation lie in wait over the horizon
29 March, 2012
John Greenwood, Invesco

The likelihood of high levels of inflation in the short term seem remote, but portfolios must be positioned so that they are protected from its longer term risks

Booming ETF industry faces construction issues
29 March, 2012
Armelle Loeb-Darcagne, HSBC

European ETFs may continue to attract record inflows, but the synthetic vs physical debate is gathering pace, while some commentators are questioning the levels of risk these vehicles contain

Money market funds hit by perils of low rates and rising regulation
29 March, 2012

With low interest rates set to continue and the threat of further regulation just over the horizon, the future continues to look bleak for money market funds

James Millard, Skandia

Proactive Skandia keen to avoid overcapacity issues
29 March, 2012

Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

Hongbin Qu, HSBC

The gradual rise of the renminbi
29 March, 2012

China’s currency may have a long way to go before it reaches “reserve” status, but other nations are under no illusions as to the renminbi’s potential

European equity funds provide rich pickings
29 March, 2012

The huge number of European equity funds on offer provides plenty of opportunities, but fund selectors need to be aware of managers’ preferences for their home nation

Fund selection - April 2012
29 March, 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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