The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this

Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible

Hong Kong needs to understand its own identity, namely its ability to regenerate, argues Anant Deboor

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker