Philanthropy and ESG are increasingly important to wealthy families and need to be firmly embedded in plans to transfer wealth to the next generation
Private View Blog: A long history of haste and hubris
Those investors caught up in the collapse of FTX are treading a well worn path, writes Malik Sarwar
Private View Blog: Protests in China add to global uncertainty
There seems little prospect of a speedy reversal of China’s zero-Covid policy or its growing tensions with the rest of the world, argues Investec’s John Wyn-Evans
A colossal failure of leadership - how Liz Truss went from hero to zero
A series of serious errors saw the bond markets take a battering and eventually led to the prime minster losing her job, writes Amin Rajan of Create-Research
Private View Blog: Tensions in Tehran might just lead to a slightly more modern Iran
We should not expect regime change, but widespread protests in Iran could lead to some social changes
Private View Blog: Investors must look beyond public markets to achieve true diversification
Access to private markets is being increasingly democratised for individuals and family offices, but many are not yet taking advantage
Private View Blog: Short-term disruptions mask equities' longer-term strengths
Equity markets may be facing several short-term challenges, but the longer term picture is brighter, argues Anik Sen from PineBridge Investments
Private View Blog: Wealthy women don’t require special treatment
Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital
Private View Blog: Could Russian attack herald a brighter future?
Russia’s invasion of Ukraine may lead to an even more divided world, but there is also a chance it could mean a thaw in Sino-US relations, a united Western world and even provide common ground for Republicans and Democrats, argues Quaero Capital’s Jean Keller
Private View Blog: Why direct investing is the wrong approach for most private equity investors
Direct investing is not easy to do well and most investors looking to access private equity markets would be better off taking the fund approach, argues CapGen’s Charlotte Thorne
Private View Blog: Four reasons behind the volatility of China’s billionaire list
The Chinese government’s communist-oriented, top-down policies firmly guide the country's capitalist engine, writes Ming-Jer Chen
Private View Blog: Can Ukraine survive as an independent state?
Russian troops may be mobilised along its borders and Crimea occupied, but Ukraine has a long history of bouncing back from adversity
Private View Blog: How three global crises ended investors’ free lunches
It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret
Private View Blog: Korea’s cultural wave makes global splash
South Korea’s film, TV and music scene is reaching around the world, bringing huge benefits to the country’s economy
Private View Blog: What is wrong with private banks' approach to thematic investing?
Client portfolios loaded with thematic investments tend to be highly correlated. It is time for a new approach, argues Didier Duret
Private View Blog: Time for the financial industry to jettison the jargon
Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language
Private View Blog: Philanthropic capital the only way to achieve the SDGs
Private philanthropic capital has the power to truly change lives as it is able to take risks to solve complex social problems
Private View Blog: Investing across the generation gap
If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James
Private View Blog: Shared charitable values bring US and UK closer together
While philanthropy in the US and UK may take very different forms, the two countries also have much in common
Private View Blog: Blockchain, tokenisation and private markets – the $200tn opportunity
Private markets have been slow to digitise. It is time to press ahead
Private View Blog: Can Beijing boost China’s birth rate?
It will take a change in culture, not law, for the Chinese to embrace bigger families, argues Quaero Capital's Alice Wang
Private View Blog: The democratisation of wealth in Europe
The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels
Private View Blog: How the Bill and Melinda story transformed wealth management
Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices
Private View Blog: Back to reality for the Middle East
Donald Trump claimed he had solved the problems between the Arab nations and Israel. Nothing could be further from the truth, argues François Savary, CIO of Prime Partners
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|