Professional Wealth Management

Sustainability

How water and waste combine sustainability and profitability

How water and waste combine sustainability and profitability

By Saurabh Sharma

The water and waste industries have so far proved largely insulated from macroeconomic and political pressures impacting most investment sectors....
Energy transition in focus for European wealth firms

Energy transition in focus for European wealth firms

By Ali Al-Enazi

While optimism around Europe is rising following significant changes in Germany and the start of Ukraine ceasefire talks, earnings growth for European equities ...
Buying the dip in global philanthropy for long-term returns

Buying the dip in global philanthropy for long-term returns

By Adam Heuman

Adopting investment criteria for philanthropic giving will help the sector to flourish in a world now lacking international development for poverty-stricken reg...

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March 19, 2025

Wealthy families urged to invest for societal impact

By Ali Al-Enazi

An increasing focus on impact investing is being identified by wealth managers, whose family clients seek to align private capital with measurable social progre...
March 14, 2025

Slashed aid budgets leave door open for family offices

By Michael Jarvis

With the future of foreign aid plunged into uncertainty, family offices and wealth managers may help fill the void and play a more strategic role in this sphere...
March 6, 2025

The energy transition is bigger than one president

By Thomas Morris Brown

Portfolio managers must increasingly be aware of geopolitical considerations and macroeconomic trends when constructing portfolios from energy companies....
February 26, 2025

AI and impact investing: a powerful partnership or risky bet?

By Jasper van Brakel

While AI can help figure out key metrics in impact investment, building data centres requires huge amounts of natural resources which can swing the balance in a...
February 14, 2025

Smoothing the $68tn great wealth transfer

By Gemma Livermore

ESG investments may work well on paper, but lack of reliable data can prove a major issue for families transferring wealth between generations....
January 10, 2025

Modern slavery, philanthropy and Swiss banking: PWM Tea Break

Rebecca Cretney of Nedbank Private Wealth talks to PWM's Ali Al-Enazi and Yuri Bender, over a cup of Fair Trade tea, about how wealth managers must embrace phil...