Megatrends
Global FamiliesOPINION
Navigating dynastic dynamics of the 100-year family
Jamie Banks
Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations...
Private bank investment chiefs tackle debt, demographics and deglobalisation
Elisa Battaglia Trovato
As markets enter 2026 buoyed by strong returns but unsettled by geopolitics, wealth managers are rethinking asset allocation to balance the promise of AI-driven...
Spotlight on AI in wealth management
Hassan Suffyan from MSCI speaks to PWM about the impact of AI on adviser productivity and investments, while stressing the need for human relationships ...
Continue Reading
December 24, 2025
Family dynamics and dialogues
Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage and protect their portfolios...
December 22, 2025
Wealth transfers unravelled
EFG’s Yevgenia Goti Kouokoumaki speaks to PWM about the challenges facing private banks targeting different generations of investors, including family mediation...
December 16, 2025
Ageing demographics and tech drive global investment trends
Elisa Battaglia Trovato
As worker numbers dwindle and technology shapes sustained growth, investors seeking opportunities must juggle demographic, economic and political models...
December 15, 2025
Investment firms seek to face down Trump threat
Yuri Bender
Wealth management bosses are privately critical of President Trump’s chaotic economic policies, but some leading voices are now calling for collective resistanc...
Driving the digital revolution in portfolio managementSPECIAL REPORT
December 11, 2025
A symphony of agents orchestrating smarter stock trading
Soumya Bhattacharya and Raja Basu
Many different instruments are necessary in order to manage a harmonious portfolio, but they need to be directed by a skilled conductor in order to make beautif...
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 an...