Professional Wealth Management

Tea Break

Private equity, people businesses and productivity: PWM Tea Break

Private equity, people businesses and productivity: PWM Tea Break

Charlotte Morris, co-lead manager of Pantheon International, speaks to PWM about how the global economic order policed by the World Trade Organisation might be ...
Diversification, defence dividends and the ‘Dash from Donald’: PWM Tea Break

Diversification, defence dividends and the ‘Dash from Donald’: PWM Tea Break

Robert Paul, chief commercial officer at London-based investment house W1M, speaks to PWM about increasing mobility of wealthy families across the world, includ...
France, fragility and fortress Europe: PWM Tea Break

France, fragility and fortress Europe: PWM Tea Break

Fiona Frick, investment management leader for more than 30 years and founder of Circe Invest, joins PWM’s Yuri Bender and Ali Al-Enazi over a cup of green tea t...

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September 10, 2025

Survival of the fastest in AI tech race: PWM Tea Break

Anna Rosenberg, head of geopolitics for the Amundi Investment Institute, talks to PWM about digital rivalry between China and the US, and the role which India c...
September 3, 2025

Drones, dictators and developing economies: PWM Tea Break

Louise Tumchewics, visiting fellow at the University of Southern Denmark, speaks to PWM about trends in authoritarian political leadership and great power compe...
August 27, 2025

Changing demographics of wealth: PWM Tea Break highlights

PWM’s studio guests discuss the Next Generation’s preferences for investment and philanthropy, plus the rise of a new vibrant cohort of women entrepreneurs, all...
August 20, 2025

Seizing the European initiative: PWM Tea Break highlights

Our studio guests talk to PWM’s Yuri Bender and Ali Al-Enazi about how family offices and wealth managers need to look at a broader investment portfolio, examin...
August 13, 2025

The end of American exceptionalism: PWM Tea Break

Beat Wittmann, a veteran of the Swiss private banking trinity of UBS, Credit Suisse and Julius Baer, now partner of boutique firm Porta Advisors, speaks to PWM ...
August 6, 2025

Serving entrepreneurs: PWM Tea Break

With investors on both sides of the Atlantic feeling subdued, it is becoming more important for wealth managers to identify vibrant pockets of entrepreneurship ...