Professional Wealth Management
November 22, 2024

Bowling, Bond and Bangalore: PWM Tea Break

Former England cricketer Matthew Fleming, now head of governance and succession at Stonehage Fleming, talks to PWM's Ali Al-Enazi and Yuri Bender about transferring wealth, Indian opportunities, and preserving his family's James Bond legacy, all over a refreshing cuppa.

Further reading

Private banks prepare for next gen revolution

Lessons in succession planning

Investors should do less, not more, following Trump’s re-election

Taylor Swift’s ‘Fearless’ approach to wealth management

Wealthy Indian diaspora powering growth of family offices

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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