09/09/2014
High Net Worth: Getting what you pay for?
Matt Schofield, head of Zurich Private Clients, told Post the reason for introducing this new product came from a realisation of the need to cater for different types of HNW individuals.
Comment & Analysis
09/08/2014
Eurozone Contrasts and the Power of Mario by Justin Urquhart Stewart
The Eurozone, as we all know, is certainly not one nation and it is most certainly nowhere near being one economy.
09/08/2014
Giant Schroders UK Opportunities fund no longer a 'buy' as fund manager Julie Dean departs
The fund has delivered a startlingly good performance over the past ten years under Dean’s management, returning 223 per cent compared with 125 per cent for the average fund in the IMA UK All Companies sector.
09/05/2014
Feeling our presence - Roula Habis on managing wealth in the Middle East
Roula Habis is a new managing partner at Optimum Invest, a Beirut based financial company. Formerly the general manager of Middle East Capital Group
09/05/2014
Why financial planning trumps wealth management
Many of these changes have been subtle and confined to our back offices.
09/05/2014
Rothschild Sees “New Monetary World” & Recommends Hedges
Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio
09/05/2014
Helping Northern Trust Grow And Change
It’s not easy for a 125-year-old bank to embrace change.
09/04/2014
Asia’s demand for gold keeps growing – but will it last?
“Asians want gold. They want it to store their money, their wealth. I suppose it’s an investment.”
09/03/2014
Serving the Merely Affluent
Wealth managers fight to win the business of people with $1 million or more, but pay considerably less attention to the merely affluent.
09/02/2014
Private banking demystified
There’s a lot of talk about private banking, but often little understanding of what it really means. We explore its services and benefits
09/02/2014
Aussie instos boutiques on a global scale
Speaking about the relevance of boutique platforms at the 2014 Money Management Platforms and Wraps Conference, DeDominicis said international institutions were looking to enter the domestic market, and had significantly more funds behind them than the bi
09/01/2014
Athens or Beunos of the North - Edinburgh? by Justin Urquhart Stewart
As the Referendum on independence rolls towards us, sadly I feel that emotions are rising ahead of the logic on economic strength and capability.
09/01/2014
Back to the future by Tim Price
Much of what we think we know isn’t necessarily so.
09/01/2014
'To Invest In Africa You Need Balls Of Steel,' Says Aberdeen Asset Management CEO
You live and you learn: Martin Gilbert, founder and CEO of Aberdeen Asset Management, on low moments, Scottish independence, and investing in Africa.
09/01/2014
How the Rothschilds got rich – and stayed rich
“What’s the secret?”
08/31/2014
MOBIUS: An Effective BRICS Bank Would Be A Big Win For The Whole World
I think the initial impact of this new development bank for emerging markets is that many countries could have a new source of financing
08/29/2014
Private banks open up to new era of transparency
George Washington was President of the United States when Lombard Odier was established in 1796, but Uncle Sam’s recent prosecution of tax evaders has forced this notoriously discrete institution to also open its books to public gaze this week in an
08/29/2014
Geneva’s bank opacity is melting like Swiss chocolate - Bottom Line
The opacity of Geneva’s wood-panelled banks is as iconic as its sumptuous chocolate, expertly crafted watches or strangely baffling cuckoo clocks.
08/28/2014
Is the wealth industry over-reliant on regulatory consultants?
The national wealth manager issued a profit warning in April
08/28/2014
How smart businesses can redraw the battle lines in the global war for talent by Emree Siaroff, Managing Director, Human Capital, BDO Canada
Now, as the crisis recedes, the war for talent is back