The key lesson of the last 25 years is that the wealth management industry still seeks an elusive equilibrium, combining harmony and civility with innovation and investment returns ...

AI is transforming how private banks research and test investment ideas, while CIOs seek to turn faster analysis into better ...

Private bank investment heads see growing opportunities in alternatives, but greater competition for attractive deals is ...

A series of elections amid a poisoned global political system presents new challenges for markets and investors ...

Private banks expect clients to boost emerging market equity allocations, even as questions emerge over the sustainability of ...

Private bank CIOs see equity leadership spreading beyond US megacap technology as AI investment reaches more sectors and ...

A variety of gender-led investment indices are symptomatic of a broken scorecard which needs updating in a new era where ...

Joakim Agerback, partner and lead portfolio manager at the Finserve Global Defence & Security Fund, travels from Stockholm to ...

The investment industry’s bond villains are now becoming an effective arbiter of government economic policies the world over, ...

Even though higher yields are restoring bonds’ appeal, sovereign concerns are driving private banks towards corporate credit and emerging-market debt ...

PWM has reported on 25 years of trends shaping global wealth management, spurred by key catalysts of the 2008 crisis, Covid pandemic and Russia’s war in Ukraine ...

The asset management industry has spent the past decade refining investment processes, expanding product shelves and responding to an evolving regulatory and sustainability agenda. Yet the latest ...