Fragmented, legacy-laden private client portfolios can carry hidden friction that often surfaces at the wrong moment in the ...

Claire Breheny, partner and head of trade marks at law firm Mathys & Squire, discusses challenges around branding, legacy and ...

Partnership’ is fast becoming the new buzzword for platforms matching wealthy investors with private market opportunities in ...

Most decisions made about digitalisation of wealth management tend to be financial rather than practical or client-focused, believe industry commentators, with key tech innovations often prevented ...

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

With modelling of geopolitical scenarios now a key part of portfolio construction, investment houses are using ‘muscle memory ...

Investors must study the long-term influence of raised energy prices on inflation and stock valuations, tied in with regional ...

Estate planning during times of upheaval must move beyond tax expertise to embrace market analysis and greater structural ...

Private credit is facing its sternest test to date as redemptions start to rise, though demand from the wealth space is ...

UBP’s head of fixed income asset management, Mo Kazmi, talks to PWM about the impact of heightened energy prices on central ...

Investors must forget frequent trading if they are to manage portfolios successfully and instead focus on the illusive ...