Each month, Awap surveys its community of Independent Wealth Managers to take the pulse of the market. Here are some key findings from the AWAP Barometer for IWMs – May 2026: – 3 out of 4 believe equities will retest their lows… which is consistent with historical...

The prudential audit is a mandatory rite of passage for all wealth management firms. Given the sheer number of issues to be addressed across every domain covered — Organisation, Suitability, AML and Sanctions — the exercise is burdensome for EAMs and their auditors...

Between Geopolitical Shock and Stagflationary Transition Global markets are going through a phase of major turbulence in the wake of the conflict between Iran and the United States. This shock has had significant repercussions across markets: crude oil surged by +65%,...

Every month, Awap surveys its community of External Asset Managers to gauge market sentiment. Here are some key findings from the AWAP Barometer – April 2026: • 92% increased the cash holdings in their portfolios during the first quarter • 46% expect the S&P 500...

Every month, Awap surveys its community of External Asset Managers to gauge market sentiment. Here are some key findings from the AWAP Barometer – March 2026: 58% believe that 2026 will not be a great year for US tech 82% remain positive on gold 58% are considering...

Portfolio Risks: Moving Towards Enhanced Client Disclosure As part of their mandate, External Asset Managers (EAM) must ensure they remain aligned with their client's investor profile—this is the principle of "Suitability." However, managing portfolio risks is equally...

The Environment Global markets continue their ascent despite an increasingly uncertain economic and political environment. Recent events—new US tariffs, political instability in Europe, and a weakening US labor market—have led the Federal Reserve to initiate a...

As an outsider, Fabian Charlier was long intrigued by AWAP. Now, he details the firms business model, plans and investment approach from the inside. Long before he joined in July this year as managing director, Fabian Charlier had admired and been equally intrigued by...

Crypto-assets: Towards a Reasoned Integration into Private Portfolios? This week, we attended a fascinating presentation on digital assets. One essential point emerged: If we consider that a financial investment pursues one of the three following objectives — capital...

Collective Purchasing: A Strategic Lever to Optimize Costs and Gain Efficiency In an increasingly demanding economic and regulatory environment, External Asset Managers (EAMs) must constantly optimize their cost structures while maintaining a high level of service for...