Professional Wealth Management
Rebalancing for the new world order
04 July, 2010
Dr Wolfgang Leoni, Sal Oppenheim

Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato.

QUANTITATIVE INVESTING 
Applying quant methodology to beat the bank
04 July, 2010
Robert Haugen, Alfred Berg

PWM hosted a discussion with Professor Robert Haugen, inventor of the Minimum Variance quantitative investment concept, at the end of June in London. Professor Haugen’s discoveries shook the world of portfolio management from the 1960s onwards, but were never popular with the investment and business school establishment.

Roundtable video 
Return of the quants: Systematic investing to beat the market
27 July, 2010

PWM's round table discussion with Professor Robert Haugen, inventor of the Minimum Variance concept, highlights the importance of quantitative investing in the post-crisis climate. Private banks and institutions, requiring predictable returns for their clients and long-term savers, are increasingly incorporating systematic investment processes in their portfolio construction models.

AWARDS 
Global Private Banking Awards 2010
06 July, 2010
Elisa Trovato, Deputy Editor

Private banks and wealth managers in the world are invited to take part in the Global Private Banking Awards 2010, supported by PWM magazine and The Banker magazine.

STRUCTURED SOLUTIONS 
ESG principles move into the mainstream
04 July, 2010

Burkhard Varnholt, Bank Sarasin

As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.

ALTERNATIVES 
Providing a safe pair of hands
04 July, 2010

John Bennett, Man Group

Whether targeting traditional insitutional investors or private banks, hedge fund providers must be able to demonstrate high levels of transparency, liquidity and service, reports Yuri Bender.

FEATURES & INTERVIEWS 

Olivier de Givenchy, JP Morgan

JP Morgan out to grab both ends of market
04 July, 2010

Competition to service Europe’s wealthy families is fierce, but JP Morgan’s Olivier de Givenchy believes offering sophisticated solutions can generate the highest returns. Yuri Bender reports.

FROM THE EDITOR 
New kids challenge old way of thinking
04 July, 2010

The assent management landscape is being shaken up by a number of new players, putting increasing pressure on traditional business models.

PRODUCT PARADE 
Uncertain outlook brings return to volatility
04 July, 2010

Joanne Warner, First State

As government stimulus packages draw to a close, commodity prices have fallen, and continued demand from the emerging markets, and China in particular, is of increasing importance to the sector. Ceri Jones reports.

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