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Archive » 2012 » Issue 106 (December/January)
Upheavals push wealth management to the fore
04 December, 2012

The restructuring at UBS and Credit Suisse will leave Swiss private banking in better shape

RDR raises questions for family office market
04 December, 2012

With the Retail Distribution Review set to demand changes to the platform regime in the UK, family offices in the country must adapt their business models

Ray Soudah

Leading players to dispose of private banking offshoots
04 December, 2012

GLOBAL M&A It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Amin Rajan

Taking a leaf out of the institutional book
04 December, 2012

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

Blair Pickerel

Nikko AM happy to have Asia at its core
04 December, 2012

Nikko’s Blair Pickerell is bullish over the outlook for the Asian economy, but warns that care should be taken before piling into fixed income

Michel Longhini

UBP moves onwards and upwards after Madoff fallout
04 December, 2012

PRIVATE ACCOUNT

Should investors favour European or US equities?
04 December, 2012

Robert Farago of Schroders Private Bank (left) and Oliver Gregson from Barclays debate whether investors should head for European or US equities

Setting foot in overseas markets
04 December, 2012

Global wealth and asset managers are increasingly looking overseas for partnerships with local players, but this road to expansion can be a hazardous one

Russ Koesterich, BlackRock

Wealth managers plot course through economic minefield
04 December, 2012

The global economy is under threat from the US ‘fiscal cliff’, slowing growth in China and the ongoing eurozone crisis. So how should portfolios be positioned to weather such a risky environment?

Niamh Wylie, Coutts

Passive universe made of more than just ETFs
03 December, 2012

Although the use of ETFs by wealth managers is on the rise, some hold reservations as to the extent to which they should be used in client portfolios

Su Shan Tan, DBS Bank

Private banks turning Eastern promise into reality
03 December, 2012

PRIVATE BANKING IN ASIA

The potential for private banks to expand in Asia is huge but newcomers must choose their target markets carefully and be aware of the risks and costs they will face in becoming established

Competition fierce as ETF providers fight for control
03 December, 2012

EXCHANGE TRADED FUNDS

The European ETF market is becoming increasingly competitive and further consolidation is expected, but with more growth predicted, the rewards for the leading providers are substantial

Worries over high gold prices start to bubble up
03 December, 2012
Michael Longhini, UBP

COMMODITIES

Wealthy investors have been attracted to commodities, and gold in particular, but with the future of the global economy uncertain, these holdings may not turn out to be the safe havens they were hoping for

Has the quest for yield gone too far?
03 December, 2012

FIXED INCOME

Investors are pouring into investment grade corporate, high yield and emerging market bonds as they search for regular dividends. But they would be well advised to proceed with caution

Fund selection - December 2012
03 December, 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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