10/03/2017
Biggs ‘Conducts’ Northern Trust Strategy
Her expanded role was amongst five management changes in Europe in March following the appointment of Peter Cherecwich as president of Corporate & Institutional Services in the previous month.
Comment & Analysis
10/03/2017
What Defines Millennials – and How Marketers Can Reach Them
Generational studies point to common factors that create and define a cohort.
10/02/2017
Why can’t we admit that girls ARE different? Fund manager and mother of NINE, Helena Morrissey makes a plea to encourage female investors
‘Why are we not investing? Well, it’s not that we are not good at it.’
10/02/2017
Beginning a new chapter...by Penny Lovell
I’m extremely excited to launch Sanlam’s new Private Office proposition that builds on the existing HNW business here.
10/02/2017
About time by Tim Price
The children were allowed to eat this treat, but were told that if they could wait for 15 minutes without giving in to temptation, they would be rewarded with a second tasty reward.
10/02/2017
Savvier investors, more competition mean wealth management firms must add value
On the flip side there are also some truisms for wealth management firms
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’
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: