Quintet Private Bank’s Post

Great to see continued insights generated by the combined Quintet / BlackRock team - in this case, encouraging focus on retirement planning, on transition of wealth and on preparing the next generation.

Such a great synergy between Quintet Private Bank and BlackRock on the European Wealth Insights, a new report based on a proprietary survey conducted by Ipsos UK with a focus on planning for retirement and inheritance, transitioning wealth and passing it down to the next generation. #wealthmanagement #privatebanking

📈 The latest Morningstar Fund Family Digest: Europe in 2024 reveals a significant shift in the investment landscape: over half of the investment funds and ETFs sold in Europe are now passive, up from 34 percent to 56 percent in just three years. This growth is primarily driven by US giants BlackRock and Vanguard. Key insights: 🔹 Vanguard earns the highest rating ('High') for low fees and strong investor focus, while other top providers trail behind. 🔹 European fund houses face challenges, with Morningstar downgrading Van Lanschot Kempen due to integration issues and staff turnover. 🔹 ING’s below-average rating reflects concerns about its investment culture and product performance. What does this mean for the future of active vs. passive investing in Europe? Find out more in this article on Investment Officer Luxembourg: https://lnkd.in/e45cBYRh #investmentfunds #ETFs #passiveinvesting #Morningstar #assetmanagement #fundindustry #Vanguard #BlackRock #financialnews #Europe

A growing market segment that combines profitability and impact: Private equity turns its sights on 'grey-to-green' opportunity (newprivatemarkets.com)

We are thrilled to share coverage of the 2024 #MMIAlternativeInvestments Forum in Alternatives Watch! This year’s event, held at BlackRock’s NYC offices, was a rich mosaic of ideas in the alternative investments space. The Forum highlighted the importance of education in alternative investments. As Tony Davidow, CIMA® from Franklin Templeton highlighted, targeted education and thought leadership are crucial for the industry’s growth. James Costabile, CAIA of iCapital emphasized the need for differentiation and processing tools as alternatives become more integral to wealth management. Madeleine Sinclair from Blue Owl Capital reminded us of the power of diverse perspectives in driving change and innovation.   This year’s Forum underscored the strategic role of alternative investments and the need for ongoing learning to navigate this complex market. It’s clear that as we move forward, collaboration and innovation will be key to delivering value to investors.   https://lnkd.in/eZY7-E85 #AlternativeInvestments #WealthManagement #Innovation

🌲 Building Your Client a More Resilient Portfolio? Evergreen Private Market Funds Might Be the Missing Piece. 🌳 Just like evergreen trees keep their leaves year-round, evergreen private market funds are always open to new investments and withdrawals — this sets them apart from traditional private equity funds, which typically have had fixed terms and limited windows for investing or withdrawing. In their Investments & Wealth Monitor article, “The Future of Alternatives Is Evergreen” (March/April 2024) 📅, authors Nick Veronis (Managing Partner & Co-Founder at iCapital Network, Inc.) and Stephanie Davis (Managing Director, Co-Head U.S. Private Wealth Solutions at Hamilton Lane) describe the sometimes-rocky evolution of these funds over the past 10 to 15 years. Their conclusion? A new, fundamental shift is underway. Major investment firms like Apollo Global Management, Inc., Blackstone, and KKR are offering evergreen funds — designed to be competitively priced and quickly deploy capital, providing immediate exposure to private investments. And, in an iCapital 2023 Financial Advisor Survey, 95 percent of participating U.S. financial advisors said they plan to maintain or increase allocations to alternative investments in 2024. 📈 Read more below about these industry-wide shifts. 📖 #EvergreenFunds #PrivateEquity #AlternativeInvestments #WealthManagement #FinancialAdvisors #PrivateMarkets #InvestmentsandWealthInstitute

How to harness tomorrow’s equity return drivers 🔍 Market valuations have increased significantly this year, so investors can no longer depend on them for returns. However, companies with competitive advantages can deliver resilient, compounding growth, even though uncertain times.   Find out how we leverage the bottom-up research insights of our global team of analysts to deliver the exposures that investors need. 📈 https://lnkd.in/gqAejqdu Marketing communication. Capital at risk. For investment professionals only. #fidelityinternational #fidelityetfs #qualityincome #activeetfs

MYTHEO is thrilled to announce our first collaboration with VKA Wealth Planners to deliver a first-of-its-kind, AI-powered investment portfolio for VKA’s valued clients! Crafted exclusively with VKA Wealth Planners, the new MYTHEO Target Return Portfolio provides VKA clients with globally diversified, multi-asset portfolios designed for sustainable growth over the medium to long term. This launch represents our commitment to secure, intelligent investing through tech-driven solutions that keep clients’ goals at the forefront. A Partnership for Intentional and Intelligent Investing: This curated portfolio harnesses MYTHEO’s algorithmic approach, prioritising balanced returns with effective risk management in unpredictable markets. It targets solid returns by strategically blending growth, income, and inflation-hedging assets. The portfolio will be globally diversified across stocks, bonds, commodities and real estate, leveraging MYTHEO’s access to a broad range of ETFs in both developed and emerging markets. Explore more on our website: https://lnkd.in/g3WPhhiF

Feast or famine – does impact/sustainability intentionality drive or constrain investible opportunity set? Join BlackRock, G2 Venture Partners, Lombard Odier Group and Oak Hill Advisors, L.P. to gain the latest insights into addressing sustainability within your portfolio. The Responsible Investment Forum: West will provide two days of discussions giving you the opportunity to develop sustainable investment strategies that can enhance your returns. View the latest agenda to learn more about this session: https://okt.to/QpiJBP #RIFWest #SustainableInvestments #PrivateFunds Jeff Cohen, CAIA, Matt Kaczmarek, Rhys Marsh, Brook Porter