Who's Who In Private Banking

WHO’S WHO IN PRIVATE BANKING

Translating the art of stewardship into action

When managing one’s wealth and investments, make stillness, simplicity and discipline your three mantras in an age of noise

It is easier to build optionality today, with a broad range of asset classes, markets and investment vehicles available to investors.
WHO’S WHO IN PRIVATE BANKING

Why optionality matters more than optimisation right now

The former gives investors flexibility to pivot as markets are reshaped by rapidly changing forces

Concerns are growing over private credit's exposure to software companies, with fears that AI could materially disrupt their business models.
WHO’S WHO IN PRIVATE BANKING

Private credit: Weathering a perfect storm?

Despite pressures, the industry is growing, as has its potential impact on bank earnings and credit metrics

Given China's dominance in the production of rare earth elements, investments elsewhere are expected to accelerate amid rising world demand.
WHO’S WHO IN PRIVATE BANKING

Turning scarcity into an investment edge

The current market landscape necessitates a resilient portfolio that can also benefit from bouts of market stress

Women’s health has historically been under-researched and under-funded.
WHO’S WHO IN PRIVATE BANKING

Women’s health is wealth

As Asia’s population ages and healthcare demands rise, femtech is emerging as a mainstream growth opportunity

Assets with a low correlation to stocks and bonds, such as gold, can help to cushion portfolios against market shocks.
WHO’S WHO IN PRIVATE BANKING

Shock-proofing your portfolio

Diversification is a must, but so are alternative assets that can buttress your portfolio, such as gold

Disagreements can arise as families expand and dynamics shift. Family governance helps to resolve issues constructively.
WHO’S WHO IN PRIVATE BANKING

Four principles for wealth succession in a complex world

Amid never-ending changes, resilience cannot be left to good intentions alone

Amid disturbing headlines, staying the course in investments is challenging, but attempting to time markets risks greater downside.
WHO’S WHO IN PRIVATE BANKING

Stay the course – with a robust portfolio

US FEDERAL Reserve chairman Jerome Powell’s remarks at the Jackson Hole economic summit last week were the salve that stock and bond markets craved.

Wealth managers and private banks need to have the skills to help families navigate the complexities of legacy building in a modern context.
WHO’S WHO IN PRIVATE BANKING

Reshaping the rules of wealth transfer

Families must embrace a new paradigm, one in which legacy is not only about what is left behind, but also about what it has built forward

When it comes to private wealth, the task is not to “beat the index”, but to protect and compound capital through cycles.
WHO’S WHO IN PRIVATE BANKING

Discipline, the time-tested alpha

In volatile markets, the real edge is the ability to hold the course and to distinguish signal from noise