Professional Wealth Management

Tea Break

Families, philanthropy and festive gatherings: PWM Tea Break

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

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...
Family feuds, funds and fashionable investments: PWM Tea Break

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...

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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, s...
November 12, 2025

Climate change, communication and cross-generational planning: PWM Tea Break

LGT’s Ping Ping Lim shares her thoughts on building multi-generational communities, discussing sustainability principles, venture philanthropy and impact invest...
November 5, 2025

Crypto, culture and change in asset management: PWM Tea Break

Edward Glyn, head of global markets at Calastone, joins PWM over a cup of Japanese matcha to reflect on the transformation he has witnessed across the investmen...
October 22, 2025

Demographics, decoupling and dependency on state funds: PWM Tea Break

Gary Paulin, chief investment strategist, international for Northern Trust Asset Management, takes PWM on a journey through key markets he is analysing, includi...
October 15, 2025

Transport, technology transition and teaching start-up skills: PWM Tea Break

Arthur Kay, an entrepreneur, academic and adviser to urban renewal specialists Innovo, talks to PWM about key infrastructure investment projects...
October 8, 2025

AI, agility and asset allocation: PWM Tea Break

Phil Watson, former Citi innovation chief and now CIO at Betteredge Capital, speaks to PWM about how family offices are balancing tech disruption and global unc...