09/20/2016
Most active fund managers struggle to beat the market…again
It’s yet another sorry indictment for active fund managers that charge large management and performance fees and then fail to beat the index they are tracking.
Comment & Analysis
09/20/2016
St. James’s Place – “Brexit, bank notes and Bratislava”
Economic indicators and market sentiment continue to suggest that the Brexit vote has not caused a short-term downturn.
09/20/2016
Look Before You Leap - Tips For Investing In The Philippines
Whilst there is a drive from the top to streamline processes within the government, as of today, investors need the sound guidance to navigate the myriad of bureaucracy successfully.
09/19/2016
Elizabeth Warren is still mad about the financial crash, and we should be too
She points out that of the nine individuals named referred for possible prosecution, only one has ever faced any penalties.
09/19/2016
Jeff Salway: Don’t let fund managers off the hook
It’s become clear over the past year, however, that the powers that be want to take the banks off the naughty step.
09/16/2016
More pressure could come to break up the banks
More heated calls to break up big banks. The scandal over Wells Fargo's illegal sales practices are causing concern that the damage could spread. Wells Fargo's image has taken a beating over the past several days, and the scandal over its ille
09/15/2016
Meet the banker behind the biggest deal of 2016
The upstart bank landed 2016’s biggest deal, advising agricultural giant Monsanto in connection with an unsolicited takeover bid from German drug-and-chemicals-maker, Bayer.
09/15/2016
CISE increasingly attractive for firms seeking listings outside of EU
The regulations, in force since July, have added to the red tape for issuers using EU-based exchanges, but the Guernsey-based Channel Islands Securities Exchange falls outside of their scope.
09/15/2016
Outsourcing: Experience is Key
SS&C is one of the leading fund administrators for both onshore and offshore hedge funds.
09/15/2016
Today’s Investors Demand More From Their Hedge Funds By Ron Tannenbaum
Investors want to know that their hedge funds use the industry’s best service providers and many insist on initial and on-going due diligence reviews.
09/15/2016
Have quality companies become too expensive?
We often stress the fact that our investment methodology leads us to focus on high-quality companies. We define these as companies with a very sound balance sheet and specific competitive advantages that enable them to stand out from the competition and g
09/15/2016
Why Venus Williams and Mellody Hobson Are Investing in This Fintech Startup
“She was like a superstar. It was impossible not to be aware of her and notice her,” recalls Hobson.
09/15/2016
Bankers bemoan continued EU access impasse
Reflecting on his seven years in office, Odier mused that the Swiss financial centre has undergone greater changes
09/14/2016
St. James’s Place – “UK economic data and new legislation offers encouragement for the future”
The government’s draft legislation to introduce George Osbourne’s proposed Lifetime ISA scheme has divided the industry, with many experts concerned about complexity and potentially penal exit charges.
09/14/2016
Investment-starved Argentina asks CEOs to take another look
The next step should be the regulatory and institutional framework.
09/13/2016
Inside the Tax-Avoidance Racket of Wealth Management
A sociologist’s new book reveals how the ultra-rich starve public coffers and undermine democracy.
09/13/2016
Fabergé exec shares secrets and misperceptions of selling to the super rich
If you are in the middle of the country, there are UHNW families in your area.
09/13/2016
Deutsche Bank CEO memo to staff: Sometimes you should just ignore all the hierarchy
It is not the only bank that is trying to engage with new technology to avoid being left behind.
09/13/2016
A Growing Slice of The Pie: Private Equity and The Family Office
Do they sit back and take a diversified approach to their wealth or eventually get itchy feet and pour their assets back into the sector they know best?
09/13/2016
Estate planning: why family wealth seldom survives
The day-to-day experiences of sharing genetic bonds that most hope crystallise more significant links between us than those mere relationships impute.