10/02/2017
Why financial services should be terrified of dispensing wealth management robo-advice
Historically, a human advisor and client went into a ‘darkroom’
Comment & Analysis
10/01/2017
John Cryan given six months to turn round Deutsche Bank
“If we don’t see improvement in the next two quarters, pressure will mount on the management board,” said Ingo Speich, a senior portfolio manager at Union Investment.
10/01/2017
The head of investment themes at UBS explains the big trends every investor should know
This is also going to put strain on healthcare services.
09/29/2017
The Scotsman Who Can’t Stop Making Deals
Martin Gilbert does yet another merger-this time to build Standard Life Aberdeen and aim for $1 trillion in assets.
09/29/2017
HNWs Would Use Amazon for Wealth Management
The tech companies have the speed, agility and ability to use data to personalize services while driving transparency better than traditional advisors are able
09/28/2017
Geneva's AM industry unites to raise sustainability awareness
In order to promote responsible investing and new projects.
09/27/2017
The Astonishing Return Of Steven Cohen
The billionaire investor was barred from accepting investor capital unit Jan. 1. However, every indication suggests he'll be back in 2018. But don't expect Cohen to employ 'expert networks' this time around. The SEC will be watching.
09/27/2017
How to tap into the offshoring of Chinese wealth
The onshore assets, for example, are tightly controlled in terms of cross-border capital flows.
09/27/2017
Invesco may buy Guggenheim Partners' ETF business in deal topping $1 billion
Guggenheim's ETF business has around $30 billion in assets under management, while Invesco has $125 billion under management
09/27/2017
Global Intelligence Interim Outlook: Autumn 2017
What investors should pay attention to is the fact that we will likely see the Fed shrinking its balance sheet
09/27/2017
Electric Vehicles And The 5 Trillion Dollar Market Transition
But it’s time to take our foot of the accelerator and make sense of it all.
09/26/2017
St. James’s Place – 'Leaders set the tone in significant week'
Janet Yellen said the Federal Reserve would begin its slow QE unwinding programme in October – but left rates on hold
09/26/2017
Is the Federal Reserve Relevant? by Gary Dugan
Well of course the Fed are relevant, but I got the sense last week that even they don’t believe they will be so relevant in the future.
09/26/2017
Altmann scores by Tim Price
Responding to an earlier piece by FT columnist Martin Wolf on the apparent conflicts between capitalism and democracy, she wrote:
09/26/2017
Top Wealth Manager Terry Cook Wants To Find The Meaning Behind The Money
While Cook’s advising process is something akin to an investigation, he considers himself more of a teacher than a researcher.
09/26/2017
The UK economy: still growing and fair prospects in 2018 - Ruth Lea
The OECD’s latest forecast updates were little changed. Their UK GDP growth forecast was unchanged (1.6% for 2017, 1.0% for 2018).
09/26/2017
Time for HSBC and other retail banks to recognize fintech and challenger banks as serious contenders - Pilatus Bank
More than ever customers demand high quality service, but they are not getting what they need from online banking and robo-advisory.
09/25/2017
‘Great SE Asian migration’ under way
Travel bans, visa restrictions and growing support for nationalization—these are just some of the trends that are emerging from the recent shifts in the global political, economic and business landscape.
09/25/2017
Gian Rossi: Switzerland Is Julius Baer's First Home
The Swiss business had been through several changes of leadership within a short period of time.
09/25/2017
Time for the rich to show climate change leadership
One example includes the wife of Apple founder Steve Jobs.