Professional Wealth Management

Megatrends

Driving the digital revolution in portfolio management
Digital and TechSPECIAL REPORT

Driving the digital revolution in portfolio management

PWM

Private banks and family offices have been disappointed at the lack of performance by active asset managers, forcing them to delve into increasingly automated p...
AI simulation gives wealth managers a crystal ball

AI simulation gives wealth managers a crystal ball

Elisa Battaglia Trovato

AI simulation, combined with behavioural modelling, is helping wealth managers predict client behaviour, test decisions in advance and stay ahead in a fast-chan...
Wealthy families left cold by AI revolution

Wealthy families left cold by AI revolution

Ali Al-Enazi

While most wealth management firms are cautiously embracing AI to improve profitability, major clients have yet to be convinced about the technology’s benefits...

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December 5, 2025

Tokyo finds favour despite Beijing stand-off

Yuri Bender

Tensions over Taiwan have reignited emotions in China and Japan, but analysts say the Asian economies are so intertwined that they will continue their economic ...
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...
December 2, 2025

Private banks slow to respond to philanthropic families

Ali Al-Enazi

As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting per...
December 1, 2025

Family wellbeing is the missing piece in succession planning

Elizabeth Hart, CEO and founder of Singapore-based Legacy Wealth Advisors, joins PWM deputy editor Elisa Battaglia Trovato to discuss the forces influencing suc...
November 25, 2025

Ultra-wealthy turning to advisers for more than money

Elisa Battaglia Trovato

As record family fortunes change hands, rising intergenerational conflict is forcing advisers to manage emotions and values as much as finances...
November 24, 2025

Steering wealth through uncertain times

Ola Adeosun

Amid shifting markets and political instability, families that endure are those guided by values and long-term purpose...