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4 天之前 · German deal redefines private banking priorities for BNP Paribas and HSBC. By Ali Al-Enazi. 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 HSBC's...
Engaging the next generation of investors
1 天前 · However, by embracing the latest technology, wealth managers can effectively engage with millennials and younger investors, ensuring they remain competitive in an evolving market. Matt Ryan, chief transformation officer, Reef. The next generation of investors expect instant messaging, video coverage and membership of online communities, but ...
Family offices double down on real estate
4 天之前 · Many families are putting allocations “on pause”, awaiting more certainty in the environment, notes Paul Karger, co-founder and managing partner at US-based multi-family office TwinFocus Capital Partners, says Mr Kruger. “With real estate, as with private equity, you make all your money on the buy,” he says.
About Us - Professional Wealth Management
About Us. Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate. The wealth management and funds industries are changing fast in core European, Asiana and American markets.
Family offices turn to external partners
2024年10月8日 · Most FOs (93 per cent) are private investment offices, with more than half relying on external partners to manage their assets. Fifty-two per cent of their assets under management are managed in collaboration with, or exclusively by external managers, according to Citi Private Bank. Ten per cent of FOs have an outright outsourced chief ...
Allocations to private markets now commonplace for private banks
2024年9月10日 · PGIM, the global asset management business of Prudential Financial, meanwhile, has announced it wants to boost its private market assets by more than 50 per cent to $500bn in the next five years. Indeed it seems that allocating to private markets is now commonplace. Bain and Co expects private market assets under management (AuM) to reach as ...
Private banks redefine target markets: PWM Tea break
4 天之前 · Private banks redefine target markets: PWM Tea break. 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 …
Purposeful digitalisation essential to future of wealth management
2024年8月16日 · To rise to this challenge, wealth management needs to embark on a process of purposeful digitalisation to take it to ‘Wealth Management 4.0'. This digitalisation process needs to start in the back office, working forward through every element of the business, finally arrive back with the client as a fully tech-enabled ‘Adviser 4.0’, a ...
FT Wealth Management - Professional Wealth Management
2024年8月15日 · FT Wealth Management. Keeping informed of geopolitical and economic developments has never been more important for preserving or passing on wealth. This hub from FT Group titles Financial Times, Professional Wealth Management, FT Adviser, Asset Allocator and Nikkei Asia, will bring all the essential wealth management news and in-depth analysis ...
Fund Selection — November 2023 - Professional Wealth …
2023年11月15日 · Based in: London, UK “October lived up to its reputation for being a volatile month, with continued uncertainty on the outlook for economies and interest rates resulting in equities struggling for momentum and bonds repricing for a tighter monetary policy environment following the narrative from central banks confirming interest rates were likely to …