- Dissecting asset allocation: how are investment approaches pivoting in an age of boosted branding and digitisation?
Examining investment vehicles: will wealth managers innovate to navigate barriers to intangible assets?
- Interrogating the ramifications of intangible investing: as the divide between leading and lagging tech businesses inevitably widens, how can investment officers avoid concentration risk?
Untangling intangible assets
ABOUT THE EVENT
ABOUT THE EVENT
The Information Age heralded a seismic global shift: once powered by hard assets such as machinery and factory plants, the economic engine is now fuelled by more abstract research and digitisation. Covid-19’s social distancing phenomenon only accelerated this trend, peaking investors’ interest in technology and SaaS applications.
Potential for unprecedented scale and profitable synergies in intangible-powered companies means that intangible investors are primed to outperform less forward-thinking peers. Investment officers in private banks and family offices would be wise to take note; a focus on intangible and ESG criteria such as intellectual property and human capital management promises higher returns for clients.
Outdated accounting methods pose a predicament for wealth managers, however: company balance sheets remain enshrouded in opacity as intangible assets are routinely disregarded or hidden, leaving risk-averse clients reluctant to invest. Will evolving financing methods enable the democratisation of intangibles for a broader client base? How are private banks faring in the battle for alternative investment talent, and, when faced with complex software, artificial intelligence, and technology, what is the secret to spotting high-potential intangible assets?
Hosted by PWM in partnership with Round2 Capital, this evening roundtable will convene market-leading wealth managers seeking to reap the rewards from today’s intangible-intensive economy. Chaired by Yuri Bender, Editor-in-Chief at PWM, and following Chatham House rules, roundtable participants will debate best strategies to access intangible investments, glean superior returns, and mitigate investment risk.
KEY DISCUSSION POINTS
WE'LL SEE YOU IN
Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.
The wealth management and funds industries are changing fast in core European, Asiana and American markets. Driven by an incoming local and global regulatory tide, commercial imperatives and client demand, private banks and investment houses must redraw their business models to comply with the new reality. In an industry driven by regulation, technology and economic disruption, PWM provides strategic advice and information to key decision-makers.
PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.
PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America.
Across print, digital and event channels, PWM provides strategic advice to key decision-makers working in all stages of the distribution process.
CONTACT US
Charlotte Way
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