Investors are fast rewriting the rules of asset allocation in a world defined by great power rivalry, tariffs and trade sanctions, in addition to economic fundamentals of companies ...

With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key ...

Over calm-inducing chamomile tea, Sharmila Whelan, global macro strategist at Westbourne Research Services, shares her ...

US seizure of the Venezuelan president has a number of implications for the country’s economy, its institutional framework ...

Year‑end decisions made during the festive period, when different generations spend more time together, often help shape ...

Each month in PWM, eight top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a ...

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses ...

Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations ...

Culture, leadership and service models are paramount when choosing a private bank, but are these components best provided by behemoths or boutique players?

Despite succession planning being high on their agendas, many families are failing to do enough to involve younger generations in the management of their wealth. Empowering the next generation to ...

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, coming of age in a social media world, are increasingly expecting digital-first communication from wealth managers. Investor relations (IR) has traditionally revolved around ...