Younger investors expect instant messaging, video coverage and membership of online communities, but wealth managers are struggling to adjust to these needs. We are used to seeing the word ‘millennial ...

An evolving fragmented market, rich in entrepreneurs, has prompted BNP Paribas to focus on German growth, while HSBC continues to emphasise its Asian business strategies. BNP Paribas' acquisition of ...

US fund houses have been slow to meet ESG standards for alternative investments, with European firms leading the way. Commitment by US alternative investment managers to environmental, social and ...

PWM's Ali Al-Enazi and Yuri Bender chat with Sharmila Whelan, economist at Westbourne Research Services, about latest trends in ESG investments and relative merits of Asia and Europe as growth markets ...

While cost, performance and talent issues are key drivers to outsource investment management, intangible factors may also enter the decision-making process. In an increasingly complex geopolitical, ...

The PWM newsletter provides essential insights, views and the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the ...

Despite uncertainty hanging over real estate, the asset class continues to feature prominently in portfolios of wealthy families, with sustainability becoming an added attraction. With its attractive ...

Younger investors expect instant messaging, video coverage and membership of online communities, but wealth managers are ...

Retirement planning, health insurance and digital access to investments are all major ...

After a historic US pre-election debate, commentators agree Kamala Harris has profited, while Donald Trump’s ratings slipped, but how have markets responded? Last week’s US presidential debate marked ...

Despite uncertainty hanging over real estate, the asset class continues to feature prominently in portfolios of ...

The family office ecosystem is fast becoming a major financial powerhouse, with significant implications for the global economy and society. Increased wealth concentration, successful transfers of ...