Weaving philanthropic causes into private wealth management has become increasingly important in recent years, across all areas – from portfolio management through to governance and regulation.
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How impact investing can help achieve the SDGs
Investing in projects associated with climate change, clean energy and affordable housing can ensure capital is directed to where it is needed most
People plus technology central to Asia’s future
With opportunities across Asia growing, private banks in the region are putting their own expansion plans in place
Supertrends pave way to a post-Covid world
Private banks have identified a number of investable ‘supertrends’ to help structure client portfolios
Navigating the bond markets in an era of crisis management
David Roberts, head of the fixed income team at Liontrust, discussed the unprecedented central bank response to the Covid-19 crisis as well as the opportunities and challenges in bond markets in a recent video interview with PWM
Fintech on Friday: Has wealth digitally delivered during the pandemic?
Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice
Using technology to turn obstacles into opportunities
Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar
Liontrust hunts for returns caused by market anomalies
By taking an active approach to fixed income, investors can cash in on alpha opportunities thrown up by central bank actions
Putting bonds to work in private portfolios
PWM travelled to Frankfurt to meet leading figures in the German asset management and private banking space and discuss the outlook for fixed income
Ukraine starts to harvest rewards of reform agenda
Ukraine offers plentiful opportunities to foreign investors interested in agriculture, ports and shipping and technological innovation