Professional Wealth Management
October 1, 2025

Private equity, people businesses and productivity: PWM Tea Break

Charlotte Morris, co-lead manager of Pantheon International, speaks to PWM about how the global economic order policed by the World Trade Organisation might be ready for reform in a volatile geopolitical and business environment

Over coffee, she shares the secrets of successful private equity management with PWM’s Yuri Bender and Ali Al-Enazi, investing in people first and processes second to buy into talent over a long-term horizon, using AI tools to predict patterns, but focusing on human skills to oversee portfolios.

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A new beginning for the WTO can inspire investors

Investing in Asian firms with long-term family ownership

Why AlphaGo, not ChatGPT, will shape the future of wealth management

Ukraine war remains key to Europe’s future prospects

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December 17, 2025

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
December 10, 2025

Demographics, defence stocks and digital wealth management: PWM Tea Break

Louise Tumchewics, visiting fellow at the University of Southern Denmark, talks to PWM about great power competition and its geoeconomic impact on portfolios and the services of tech-led wealth managers
December 3, 2025

Family feuds, funds and fashionable investments: PWM Tea Break

Sally Tennant OBE, founder of Acorn Capital Advisers and former banking boss at Lombard Odier, Schroders and Kleinwort Benson, speaks to PWM about how emotional wealth and empathy are becoming increasingly important currencies for family offices, often prone to major disputes
November 19, 2025

China, capital and changing corridors: PWM Tea Break

Polina Kurdyavko from RBC Bluebay Asset Management shares her insights on the fast-evolving world of emerging markets, touching on China’s shifting influence, supply-chain realignments and the rise of new technological and industrial hubs across central and eastern Europe