Professional Wealth Management

Video

Seizing the European initiative:  PWM Tea Break highlights

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...
The end of American exceptionalism: PWM Tea Break

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 ...
Serving entrepreneurs: PWM Tea Break

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 ...

Continue Reading

July 31, 2025

Family office founder reshapes the private equity playbook

Rami Cassis, first-generation wealth creator and founder of Parabellum Investments, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about his approac...
July 30, 2025

Trust, tech and the $83 trillion transfer: PWM Tea Break

Gareth Wilson, executive vice-president and global banking industry leader at Capgemini, joins PWM’s Ali Al-Enazi for a tea-fuelled conversation about the evolv...
July 29, 2025

AI, ethics and advice: rethinking digital transformation in wealth management

The future of wealth management depends not only on technological innovation, but on empowering people across every level of the industry...
July 23, 2025

People, platforms and partnerships: PWM Tea Break

William Proger, founder of London-based private investment office William & Partners talks to PWM about the leadership and cultural challenges facing major weal...
July 16, 2025

Brainboxes, brats and the next Big Bang: PWM Tea Break

Erik Vrij, head of legal at First Abu Dhabi Bank, talks to PWM about how the financial fiction he writes in his spare time reflects the incredible world of tyco...
July 9, 2025

Leadership, legacy and long-term investments: PWM Tea Break

Hedge fund legend George Robinson, who launched the Sloane Robinson investment firm in London with Hugh Sloane in 1993, talks to PWM over a refreshing cuppa abo...