Who's Who In Private Banking

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

The US' growth and inflation backdrop supports a patient rate policy, but dissenting voices in the Federal Open Market Committee seem to be growing in number; pressure is mounting from the Trump administration to cut rates.
WHO’S WHO IN PRIVATE BANKING

Bond markets steady as Fed stays on hold

But September or October are in play for a resumption of rate cuts, especially if consumer demand and the job market soften more than expected

Asia-Pacific family offices are at the forefront of ESG integration and philanthropic engagement, a reflection of their intrinsic values and pragmatic view of risk and opportunity.
WHO’S WHO IN PRIVATE BANKING

Family offices go beyond wealth preservation to a purpose-driven approach

They view their wealth through the lens of stewardship rather than ownership, which has implications for how capital is used, how decisions are made and how success is measured

Adding a dedicated allocation to private markets allows investors to better meet their future return needs, especially when traditional fixed-income yields may no longer be sufficient to carry the load.
WHO’S WHO IN PRIVATE BANKING

When three asset classes are better than two

Amid constant worries, the need for a mindful portfolio re-evaluation has never been more pressing for investors

Investors hoping to benefit fully from an endowment-style approach must find a manager with a strong track record of resilience.
WHO’S WHO IN PRIVATE BANKING

Embracing endowment-style investing

By focusing on longevity, investors seek to grow both capital and income over a long time horizon – sometimes in perpetuity

Despite the tumultuous backdrop of US trade policy, the first half of 2025 concluded with a surprising level of resilience in the US economy.
WHO’S WHO IN PRIVATE BANKING

A year less ordinary: Navigating discordant narratives in 2025

In this dynamic environment, the ability to pivot and seize opportunities will define successful investment strategies for the remainder of the year

For families with intergenerational investment horizons, thematic positioning in AI is not a short-term speculation, but a structural growth allocation that can compound over decades.
WHO’S WHO IN PRIVATE BANKING

From resilience to readiness: How Asia’s wealthy can thrive in an age of uncertainty

The challenge today is to adopt a portfolio philosophy that is able to absorb shocks without derailing long-term objectives and ready to act decisively when opportunities emerge

Investing in talent development to address wealth transition needs is crucial.
WHO’S WHO IN PRIVATE BANKING

Next generation: Redefining the purpose of wealth

The new cohort of high-net-worth individuals recognises that there are many pathways to impact and is acting through all their activities