06/08/2015
Liv-ex Fine Wine 1000 inches up in May, buoyed by Rhone
Despite a ‘challenging’ En Primeur campaign, the separate Liv-ex 100 index, widely considered the industry’s benchmark, was flat.
06/08/2015
Despite a ‘challenging’ En Primeur campaign, the separate Liv-ex 100 index, widely considered the industry’s benchmark, was flat.
06/08/2015
New research from global analytics firm Cerulli Associates finds that over the past five years, packaged portfolios have outperformed advisor-driven portfolios.
06/07/2015
Women are much more likely to become doctors, lawyers or accountants than portfolio managers
06/07/2015
Once again the Swiss are opening their morning papers, and choking over their muesli to financial scandal
06/07/2015
The cost of compensating customers, paying fines and legal bills for the world’s biggest banks has increased to £200bn
06/05/2015
The report, entitled Hanging in the Balance: Conversations with the Futurewealthyand takes into account the views of 3,113 investors, has found that when interaction levels dip below this level, clients are more likely to give a negative review of their e
06/05/2015
With so many firms hiring in your sector, it’s good to know how your salary stacks up against other relationship managers (RMs) and how your bonus compares with what other banks are paying
06/05/2015
A deeper look at the Form ADV Part 2 disclosures of just the top 10 firms on CNBC’s 'fee-only’ list reveals that nine out of 10 of them share in insurance commissions
06/05/2015
Alternative Investments Diversify Portfolios but Some Advisors Still Wary
06/04/2015
The RCR process is a due-diligence process whereby each advisory firm was compared with the RCR database of all regulatory actions
06/04/2015
Many large, institutional investors have between 75% and 85% of their allocation in long-dated Triple-A or similar bonds.
06/04/2015
Standard Life Investments, the global investment manager, has found that the risk profiles of emerging economies have changed considerably in the past six months
06/04/2015
UBS Group AG, the Swiss company that says it banks more billionaires than any other, said wealthy Africans are rapidly adding to the ranks of the rich on the continent needing specialised financial services.
06/04/2015
Urbanisation and explosive growth of middle class will lead to rise in UHNW individuals
06/03/2015
UBS says we’re entering a Second Gilded Age, reminiscent of the early 20th Century, when wealthy families like the Rockefellers and Vanderbilts ruled
06/03/2015
Today, the centre of gravity of wealth is in the central Mediterranean, between the toe of Italy and coast of Tunisia.
06/03/2015
Tilney Bestinvest’s assessment is based on analysis of the five largest Investment Association sectors.
06/03/2015
The CMI called this an "unacceptable discrepancy between pay and performance", according to the FT. The findings come at a time when the Investment Association has called for greater scrutiny of executive pay.
06/03/2015
Only five of the top 50 financial advice firms spell out their charges on their website
06/02/2015
The balance of global economic power, the authors note, has shifted toward emerging economies, with these nations combined now accounting for 51 percent of global output on a purchasing power parity basis.