Chapter 1 of 4: Rising to the digitalisation challenge - The wealthtech revolution

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Assessing the factors driving digitalisation of wealth management, including costs, improving the customer experience and the challenges that private banks have to face on the innovation journey.

 

The role of fixed income in client portfolios - Outlook for fixed income CH 3/4

With trillions of negative yielding debt, investors have shunned traditionally safe-haven fixed income solutions, such as investment grade government and corporate bonds, and invested in more risky parts of the bond universe.
 

Investment opportunities in an ultra-low yield environment - Outlook for fixed income CH 2/4

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?
 

The growth of fixed income ETFs - Outlook for fixed income CH 4/4

Low cost, transparent and easy to trade bond ETFs are increasingly appealing, although in a distressed environment, liquidity risks in certain fixed income segments still raises concerns, whilst the growth of rules-based ETFs.
 

Sanctions and anti-money laundering measures - World in crisis: securing citizenship by investment CH2/4

With many jurisdictions suspending citizenship applications from wealthy Russians, countries seeking to preserve reputations in a time of turmoil are also asking due diligence agents to ‘re-scrub’ existing investors who may be on sanctions lists