Managers of Wealth

EFG’s 2014 Outlook: Opportunities & Traps

Year-ahead assessments of where the world economy and financial markets are heading customarily start with the US. In 2014 the path of the US economy and policy appears, for once, fairly settled.

Investment behaviour drivers and the wealth management industry in 2014 - RBC Wealth Management

Few private investors were prepared for the equities markets doing so well or the fixed income markets performing so poorly in 2013.

Secret Currency Traders’ Club Devised Biggest Market’s Rates

It’s 20 minutes before 4 p.m. in London and currency traders’ screens are blinking red and green.

Five Investment Tips For 2014: Coutts

Investors must step up the risk ladder to see gains, says the private bank

2014 Outlook: Time for financial markets to stand on their own feet again - Threadneedle Investments

Emerging markets are a “wildcard” and likely to remain volatile.

Advisors Rank Home-Office Research Team as Preferred Source of Support for Managed Account Platforms

"When advisors look for information on managed account platforms, their primary inclination is to approach the home-office research team," comments Patrick Newcomb, senior analyst at Cerulli.

Brewin Dolphin’s top 10 Investment thoughts for 2014 and other tips

Brewin Dolphin is one of the leading wealth managers in the UK with over £28 billion of funds under management for more than 100,000 clients

Coutts Investment Outlook 2014: How to make money in an era of low growth

Coutts today launches its 2014 Investment Outlook entitled Today & Tomorrow, which highlights Coutts’ view of the economic landscape and key investment themes.

Annual index shows Coins are worth more than cash for Investors

The index has seen steady rises for the whole of the period we have collected data, which is from 2002, and that of course includes the worst recession years.

European Banker of Year Shows Why She’s Lonely at Top

Annika Falkengren, who heads SEB AB and is the only woman chief executive officer among Sweden’s biggest companies

Market integrity a key concern for investment professionals

Respondents in China are the most cautious, with only 48% expecting the global economy to expand in the coming year.

Modernising risk in the modern bank

The good news is that firms who do invest in mitigating potential future problems will dramatically reduce the likelihood of their involvement in the next Investment Banking scandal.

Will 2013 wealth management consolidation speed up in 2014?

Wealth managers have polarised into two distinct categories during 2013

Markets to enter new phase in 2014 says Pictet

Luca Paolini, Chief Strategist at Pictet Asset Management, explains why markets will enter a new phase in 2014

How to invest ethically as a charity

Trustees have a duty to maximise financial returns on behalf of their beneficiaries, as long as their investments do not harm those who they seek to help.

SYZ & CO's insights on the economy, markets and companies

This environment is keeping the questions about monetary policy at the top of the list of investors’ concerns.

Bitcoin clones set to kill digital currency?

Citibank’s analyst believes that the market is likely to end up with a plethora of “bitcoin lookalikes with little to choose between them, so pricing becomes very difficult.

Another FTSE Fad Goes – Annuity Warnings & Pay by Justin Urquhart Stewart

The FTSE100 is a remarkably unreliable friend.

2013 Christmas party season for London's financiers is about decency over debauchery

London financiers plan low key Christmas parties

How a canny hire turned Old Mutual from a £160m straggler to a £1bn heavyweight

The group has been catapulted to the seventh biggest in net retail sales – last year, it wasn’t even in the top 20.

Comment & Analysis