Homepage - Professional Wealth Management
Jan 17, 2025 · Private banking coach Kim Cornwall chats with PWM’s Yuri Bender and Ali Al-Enazi about moral leadership, investing in emerging economies and evolving business models, over a refreshing cuppa.
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.
Robots, relationships and revolutionary investments: PWM Tea Break
1 day ago · Yuri Bender: Let's hope that there is peace in Ukraine the next time we meet here, maybe in the summer and that also lifts the fortunes of the moribund European economies.And until then, here's something for you to remember us by. Here's a PWM pen, which we'd like you to use the the odd occasion. Yevgeni Agerd: I can sign some documents, like Trump signs a lot of executive orders, but they say ...
Global Wealth Management Summit 2024
Nov 8, 2024 · The Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers. Across two days, this year’s panel discussions and interactive masterclasses will address operational issues for leaders across the executive board, the implications of geopolitical dynamics for investment officers, and product development strategies to capture ...
Franklin Templeton pivots to wealth - Professional Wealth …
1 day ago · Alternative investments, especially private equity and real estate, are among key growth priorities for the US fund firm’s assault on the Emea wealth market. Recruited in 2019 to build out Franklin Templeton’s alternative assets business in the Emea region, George Szemere reflects on what he has ...
Managing family wealth in an uncertain world
2 days ago · Families have historically passed down businesses and agricultural land inheritance tax-free, subject to meeting certain requirements. The new rules will dramatically impact the future of family businesses in the UK and encourage short-termism, rather than long-term commitments, she predicts.. These shifts have broader economic and cultural implications.
Investment themes set to define 2025 - Professional Wealth …
Dec 11, 2024 · First, geopolitical risks are escalating across various regions, with global conflicts intensifying. From the war in Ukraine to ongoing tensions in the Middle East and east Asia’s territorial disputes, the world is navigating an increasingly unstable environment.. The financial impact of these tensions is already being felt, with defence budgets surging worldwide.
Algorithms and alternatives define US wealth management
Sep 18, 2024 · Wealth managers continue to promote the US as centre of innovation, tech and land of opportunity for alternative investments. While much is said about which hubs in Europe and Asia are benefiting from wealth migration and fostering talent, the US stands tall as leader in asset and wealth management innovation.. North America, particularly the US, remains the top region for high net worth ...
Wealth managers seek to break down philanthropy barriers
Dec 19, 2024 · Impact measurement is equally essential and should be collaborative from the start of the donor-nonprofit relationship. Success hinges on agreeing upon shared goals and leveraging existing metrics rather than creating new ones, she explains.
Innovation in Wealth Management Summit 2024 - The Debrief
May 13, 2024 · PWM's Yuri Bender talks to our panel of expert pundits about how latest innovations in AI and data analysis are transforming business models, client experience and the roles of portfolio managers and advisers.