As the UK election campaign sets off at pace, joining the crucial contests in India and the US, the concept of 'security' will undoubtedly play a part. The UK is a key party involved by proxy in the wars in #Ukraine and #Gaza and its role is hugely important in these major geopolitical events. In addition, these conflicts significantly affect our economy, trade, energy consumption and migration patterns, as well as our moral compass. Geopolitics has become one of the key factors now taken into account by investment managers and wealth firms, when examining both opportunities and risks, particularly where China is involved. It was fascinating researching latest trends, with expert comment from former British Army chief of staff, General Sir Mark Carleton-Smith, Paul de Leusse of Sienna Investment Managers, a rising European player, the outspoken Dr. Jian Liang from Banque Internationale à Luxembourg (BIL), Yves Choueifaty from TOBAM, who is one of the most inspiring investment thinkers I have come across, and Natznet T. from S&P Global Market Intelligence, who offers a very detailed and thoughtful long-term view of geopolitical trends. Please read the article on Professional Wealth Management (PWM) and the Financial Times Wealth Management Hub https://lnkd.in/eCQk_5c6
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How Labour government can do ‘Just enough for the City’ and work closely with EU on #ESG, data and protecting #Ukraine. Read my take in Professional Wealth Management (PWM), with commentary from Sharmila Whelan, Amundi and Graham Hook of Invesco EMEA https://lnkd.in/ebdGGuK4
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Brilliant post-election analysis from my Professional Wealth Management (PWM) colleague Elisa Battaglia Trovato on how #Labour's green agenda can boost #ESG investments in #infrastructure, sun, wind and waves, to reduce reliance on #Russian gas, following #Tory U-turn on #climate change. Expert commentary from Joaquín Thul Osácar, Seb Beloe, Ross Driver, Paul Hamalainen, Adam Macdonald, Rathbones Group Plc https://lnkd.in/evxkB95m
Post-election green agenda boosts investment prospects - Professional Wealth Management
pwmnet.com
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The main problem for investing in the #UK has been political instability - how will this change with the election of a Labour administration? My Professional Wealth Management (PWM) colleague Ali Al-Enazi speaks to Iain Tait of London & Capital Wealth Management, Yazmin Boden of GSB and Matt Braithwaite about post-election market prospects and the dilemma facing wealthy families: do we stay in #London under #Labour, or join our mates in #Italy, #Portugal and #Dubai, who have been steadily vacating #Brexit Britain under #Tory rule https://lnkd.in/eYvQxhvN
Labour stability welcomed but family fortunes remain uncertain - Professional Wealth Management
pwmnet.com
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For those of you waiting for the UK election results to come in during the night, here's a bit of light reading on #philanthropy from Professional Wealth Management (PWM) and the Financial Times WM hub: 20 years ago, philanthropy was a new and untested area for wealthy families, today it is part of the holistic advice model offered by private banks, says Marguerite Griffin from Northern Trust, although advisers at most firms are still measured on KPIs relating to selling products and building assets. Commentary is also included from Karen M. Kardos at Citi Private Bank, Paul Whelan from Mirabaud Group, John Canady of National Philanthropic Trust and Zita Nikoletta Verbényi of The Legacy Atelier™ - thanks to you all for sharing your ideas with me https://lnkd.in/ejArSBni
Private banks professionalise philanthropy services - Professional Wealth Management
pwmnet.com
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Remember the "golden days" of the IMpower Incorporating FundForum in #Monaco, when emerging markets were the top theme, with the BRICs formula of Goldman Sachs economist Jim O'Neill and investment stories of shaven-headed investment guru Mark Mobius at Franklin Templeton dominating discussions? Well last week was all about AI and geopolitics, with EMs and ESG way down the pecking order. Why has investment in the developing world fallen so far down the agenda for family offices? Read my Financial Times piece, including commentary from Edmund Shing of BNP Paribas Wealth Management, who spoke at the event, plus valuable insights from Didier Duret at Omega Wealth Management, CESAR PEREZ RUIZ of Pictet Wealth Management, Chris Redmond of WTW and stats compiled by Professional Wealth Management (PWM) deputy editor Elisa Battaglia Trovato https://lnkd.in/eBiz7q_Y
Emerging markets are losing their attraction for family offices
ft.com
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A privilege yesterday to meet US political adviser Charles Myers and former EU lawmaker Kay Swinburne, interviewed by economist and Professional Wealth Management (PWM) contributor Sharmila Whelan during a brilliant briefing on #Biden, #Brussels, #Brexit...and the endgame in #Ukraine, in front of an audience of wealth and asset managers convened by Quorum 15, organised by my former colleague Julie Nicolas. Please read my report here of their analysis of impact of US and UK elections on markets: https://lnkd.in/enCt9uP2
Political turbulence unlikely to knock US economy off track - Professional Wealth Management
pwmnet.com
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Learning the drills from British bantamweight boxing champion Rachel Bower on Monaco beach, ahead of onstage IMpower Incorporating FundForum sparring session on #WealthManagement with Paul Whelan MCSI of Mirabaud Group, Nicole Curti from Capital Y, Hannes Hofmann of Citi Private Bank and Belinda Aspinall at Northern Trust
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Soon to go on stage at the IMpower Incorporating FundForum in Monaco to discuss geopolitics and markets with Sonja Laud (Schemmann), Edmund Shing, Georgios Leontaris, CFA
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Thoughtful piece for Professional Wealth Management (PWM) about investing in post-election #India by economist Sharmila Whelan https://lnkd.in/e3EnBU4J
Indian investment in focus - Professional Wealth Management
pwmnet.com
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1moIt's cool to find someone talking about the connection between politics and economics in my feed. Thanks for sharing. It's peculiar how, when studying economics in school, they intentionally separate normative and positive economics. I wish they hadn't. The field of study was originally called political-economy for good reason.