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6 days ago · Why wealthy families are keeping it real. By Ali Al-Enazi. Against an increasingly uncertain economic and geopolitical backdrop, private bankers are shepherding clients into commodities,... FT Wealth Management. October 11, 2024.
Fund selection — October 2024 - Professional Wealth Management
2 days ago · Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy. Benjamin Hamidi. Senior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France. “The Fed has started its rate-cutting cycle and inflation continues to ...
Riding the Cresset wave after big bank culture shock
11 hours ago · But one of the latest high-profile players to move in this direction is Amy Hong, who resigned her job at managing director of asset and wealth management operations at JP Morgan Chase & Co in New York to join the Cresset Capital multi-family office in San Francisco as chief compliance officer. Refreshed after a late summer trip to London with ...
Engaging the next generation of investors
3 days ago · 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
6 days ago · Source: UBS (Global Family Office 2024) While the fastest rise of interest rates since the 1980s has proved a major headwind against real estate, significantly driving down supply, it has not had a major impact on families’ allocation trends, according to JP Morgan Private Bank. Today, 77 per cent of JP Morgan’s FO clients have an ...
Fund selection — September 2024 - Professional Wealth …
Sep 13, 2024 · The market is now pricing in a 50-basis-point reduction in September. While the US economy is steadily slowing, Japan’s gross domestic product and real wage indicators are improving, and corporate reforms like strategic shareholding reduction are accelerating. We decided to take some profits out of equities.
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
Oct 8, 2024 · 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 ...
Redefining impact investment - Professional Wealth Management
Jun 27, 2024 · As part of a fixed income strategy, regenerative notes provide deep and sustained impact combined with relatively low risk. As part of a private equity strategy, regenerative investments deliver catalytic funding to potentially system-changing enterprises. And investments in nature-based assets like sustainable forestry and agriculture support ...
Products & Markets - Professional Wealth Management
Allocations to private markets now commonplace for private banks. By Alison Ebbage. Private banks have been promoting private markets to their clients, but potential investors must be... Alternative investments OPINION. September 5, 2024.