Post-pandemic investment themes - Sustainable Supertrends CH1/4

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Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse

 

Family Offices and Inheritance — Effective Philanthropic Strategies Ch 1/4

Jersey’s financial centre acts as a central hub for wealthy families looking to combine investments with philanthropy and transfer assets between generations.
 

Measuring Success — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.
 

The Empire strikes back - Innovation in digital wealth management CH 2/4

How private and retail banks are dealing with the sustained challenge from robo-advisers and building a new digital ecosystem that relies more on collaboration than confrontation.
 

Investing with Impact - Social and environmental investment Ch 1/4

Sandra Schaufler, managing director, sustainable investing, Nuveen, speaks to PWM about aligning investment strategies with the UN’s Sustainable Development Goals through projects associated with climate change, clean energy and affordable housing.