10/06/2013
Alan Hughes: What Advisers Can Learn from the Axa fine
Axa Wealth’s £1.8m fine shows firm failed to take its own findings seriously and was more concerned with hitting sales targets.
Comment & Analysis
10/06/2013
Eugene Fama reiterates opposition to active management, high fees
Active management is a zero-sum game before cost, and the winners have to win at the expense of losers
10/06/2013
Is Mark Carney's forward guidance plan a step backwards?
Bank of England governor's move to persuade markets that interest rates will not immediately rise has provoked scepticism
10/05/2013
RMG Wealth Mangement's Stewart Richardson warns of factors that could derail end-of-year rally
US politicians have allowed large swathes of the Federal Government to shut down because they cannot agree a budget for the fiscal year that started on 1st October.
10/03/2013
Cerulli Projects Total U.S. Institutional Market Assets to Reach $19 Trillion by 2018
As of year-end 2012, the institutional market held $14.5 trillion in assets under management
10/03/2013
Banks learn the hard way in wealth arena
WEALTH management was seen as one of the great Australian growth industries of the 21st century.
10/03/2013
Healthy Fund Flows Spur Frontier Market Fund Launches
Money tends to flow to markets with better infrastructure and liquidity
10/03/2013
HMRC’s Swiss Tax initiative - running out of steam? by Mike Down
Last week HMRC wrote to everyone affected by the UK/Switzerland tax agreement asking them to come clean as to whether they owe tax or not.
10/03/2013
HNW Investors Have Recovered From The Recession - BMO Private Bank
Sixty-one percent of high-net-worth Americans said they are better off today than they were before the 2008 recession
10/03/2013
UK Disclosure facilities - Withers
Global Warning – the heat is on
10/03/2013
Eurozone cleared to take on demons - Coutts & Co
Coutts Wealth Watch - 4 October 2013
10/02/2013
Sustainable Earnings Replaces Sustainable Yield - Standard Life
Our portfolios are slowly becoming more cyclical
10/02/2013
Hobart Financial Group, Wealth Management Firm, Warns That Many Financial Advisors Are “Flying Blind”
There is a lack of knowledge among advisors, which leads to poor investment and fund management decisions
10/02/2013
Majority of Canada's Affluent Say They Are Better Off Today Than Before the 2008 Downturn - BMO Harris Private Bank
The study found that the majority of affluent Canadians (54 per cent) feel they are better off now than they were before September 2008
10/01/2013
New draconian controls on bank bosses will scare off the talent
Who would want to be a bank boss?
10/01/2013
Rothschild Market Perspective October 2013
Despite limits to potential upside, equities remain preferred asset class as markets enjoy abundant liquidity
10/01/2013
Private Banking Special: Daniel Savary, Julius Baer
Faced with such regional wealth growth, Dubai is increasingly emerging into a regional hub for private banking services
09/30/2013
Self-Servicing for Investment Reporting
The Future of Investment Reporting
09/30/2013
Global Markets Weekly 30 September 2013 - Coutts
Economic trends will be clouded by politics this week
09/30/2013
High net worth investors fight off GFC hangovers
Individuals and families have still felt comfortable because it has not been worth risking the loss to get the return