Professional Wealth Management

Professional Wealth Management (PWM) is a magazine dedicated to the field of wealth management in Europe. It is produced by the Financial Times group. PWM emphasizes both open and guided architecture along with the distribution of third-party products by financial institutions throughout Europe. Additionally, it addresses topics related to sub-advisory business practices.

International, Trade/B2B

English

Magazine

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Global

#1034665

United Kingdom

#162608

Finance/Investing

#1441

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Articles

Banks score poorly in CCLA anti-slavery benchmark

6 days ago | pwmnet.com | Elliot Smither

Asset managers are fighting back against modern slavery with a global benchmark, but leading banks in particular are failing to meet investor expectations around ESG. As investor expectations around human rights due diligence escalate, particularly for financial institutions, CCLA Investment Management has launched a global version of its modern slavery benchmark, targeting 95 major companies with substantial operations in the UK. Many are failing to match basic standards of transparency.
US regime shift leaves bonds with a licence to thrill

1 week ago | pwmnet.com | Elliot Smither

Longer-term Treasuries are increasingly acting like risk assets, shaking investor assumptions and changing widely accepted asset allocation conventions. There was a time when the safest place for investors to hide was at the far end of the yield curve. No matter the crisis, no matter the volatility in equity markets, long-term US Treasuries were the ballast — the part of the portfolio that investors never needed to worry about.
Challenges to Asian family transfers leave $5.8tn at stake

1 week ago | pwmnet.com | Elliot Smither

Patchy implementation of governance frameworks by wealthy Asian families means outsourcing to expert partners is becoming crucial to the preservation of assets. Wealthy Asian families, most of whom are currently undergoing a transfer of assets and responsibilities between generations, are increasingly looking for external assistance to manage investments, legacies and transitions.
Why ESG rules must change to take down killer drones

1 week ago | pwmnet.com | Elliot Smither

Reappraisal and re-classification of defence technology can help save lives at the heart of Europe, allowing fund houses to invest in protective shields. Private wealth is likely to be a key determining factor in protecting civilians and the infrastructure they rely on in Ukraine. In an age of remote warfare, defence against weaponised drone swarms is arguably the utmost priority.
SS&C aims to exploit changing demographics of wealth

2 weeks ago | pwmnet.com | Elliot Smither

Kindness and culture are as important as platforms and processes to SS&C founder Bill Stone, focusing on data and AI as key transformative factors for wealth management. For Bill Stone, chief executive officer of SS&C Technologies, artificial intelligence (AI) will be the single most transformative catalyst for the wealth management industry. Yet unlike those commentators who see it only as a positive force, Mr Stone understands there are as many challenges as opportunities.
Myths and megatrends surrounding long-term inflation

3 weeks ago | pwmnet.com | Elliot Smither

Investment managers must study developments in geopolitics, energy supply, demographics and sociology when predicting inflation trends, rather than jumping to simplistic conclusions. Over the past four years, major structural trends that influence long-term prices have simultaneously reversed. Since 2021, they have provided a tailwind for inflation and should continue to do so for the next 10 or 15 years, after having been a powerful headwind for inflation for 40 years.
Fund Selection — May 2025 - Professional Wealth Management

3 weeks ago | pwmnet.com | Elliot Smither

Each month in PWM, eight 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 HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“The pause initiated by the US administration to negotiate tariffs in a context of high volatility suggests that they do not want to weaken the markets too much.
Family offices must take a global view

3 weeks ago | pwmnet.com | Elliot Smither

Wealthy families in the US and Europe have been transferring wealth abroad due to domestic uncertainties and market volatility, but it is time for them to revise their portfolios with a worldwide perspective. Recent market gyrations have been unsettling for long-term investors. Price drops and volatility across asset classes have challenged the reliability of traditional safe havens.
Largest private banks seek to strike ‘digital gold’

1 month ago | pwmnet.com | Yuri Bender

Mid-market wealth managers have the mindset and flexibility to rapidly transform their culture and client relationships, yet they often lack the assets to create major disruptions. The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets. Each continent boasts its own regional champions, with several able to instigate cross-border innovation.
Why Trump’s tariffs fail to ‘Bend it like Beckham’

1 month ago | pwmnet.com | Elliot Smither

Diversification across regions and megatrends — including clean energy transition, wealth transfer and AI — remains critical for wealthy investors during uncertain times. Since president Donald Trump’s April 2 announcement of new tariffs, markets have oscillated in tandem with his shifting rhetoric — on China, Federal Reserve Chair Jerome Powell, and the tariffs themselves.