06/02/2014
Pictet launches short-duration EMD fund for Defise
The fund is well diversified and invests across all sectors and emerging markets globally
Wealth and Asset Management
06/02/2014
Time For Advisors To Dive Down Market
With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.
06/02/2014
Assets of German Millionaire Forecast to Grow 25%
The number of German millionaires is expected to rise by 11% over the next four years, but wealth distribution remains uneven.
06/01/2014
Evolution of Luxury: New Affluent Seek Rich Experiences over Material Wealth
The affluent, being financially comfortable through years of hard work, are at a stage in their lives where they can afford to reassess their values, objectives, and outlook in life.
05/30/2014
Rich Asian investors enjoy trading: Barclays Wealth
Rich Asians like to trade, especially in foreign exchange and derivatives, and they do it well
05/30/2014
Wealth management goes online in the US
A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.
05/30/2014
Helping Gen Y Manage Its Millions
Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.
05/30/2014
Barclays: Fund groups must 'completely rethink' retail strategies post RDR
Asset managers are likely to engage in a "fundamental rethink" of their retail strategies as more customers go direct in future, according to analysts at Barclays.
05/30/2014
Baillie benefits from long-term approach
THE decade of success at Edinburgh investment house Baillie Gifford has arguably been down to its partnership structure and lack of short-term commercial pressures, a leading commentator has said.
05/30/2014
Succession acquires two member IFAs
Accession, which specialises in taking on member firms with the potential of acquiring them in the future, has now bought a total of seven firms.
05/29/2014
Elevate platform: New Isa allowance will boost assets
Axa Wealth is preparing for a surge of assets under administration on its adviser platform
05/29/2014
Three Key Trends In The High-Net-Worth Market
Thought leaders will dominate, accruing a greater percentage of the corporate, and consequently, personal riches
05/29/2014
Barclays open multi-million pound Newcastle base
The move will see Barclays’ Corporate team relocate from its former Grey Street premises to join its Wealth and Investment Management functions from Westgate Road.
05/29/2014
Little acorn to mighty oak
OakTree’s Ian Brady says careful backtesting and research enables the boutique to hit above its weight
05/29/2014
Willis Completes Acquisition of Specialist Broker Charles Monat
Willis Group Holdings plc the global risk adviser, insurance and reinsurance broker, today announces that it has received the relevant regulatory approvals from the Monetary Authority of Singapore and has completed its acquisition of specialist broker Cha
05/29/2014
What the FTSE 100 Rotation Means for Fund Managers
Wealth managers are warning that active fund managers must take care to manage the challenge of rotation into FTSE 100 stocks, following several years of outperformance. The average active manager has, over the last five years, outperformed the FTSE 250 b
05/29/2014
Asset managers to ramp up oversight automation to manage operational risk, according to research
Asset managers are feeling unprepared for future challenges despite already making strides to improve fund oversight, according to a survey of North American institutional asset managers.
05/29/2014
What the FTSE 100 Rotation Means for Fund Managers
Wealth managers are warning that active fund managers must take care to manage the challenge
05/29/2014
BlackRock's Fink says letter to CEOs triggered angry phone calls
Fink said he realized a few years ago that managing index funds carried more responsibility
05/29/2014
Bestinvest name to be dropped for B2B market
The new group will operate under the brand Tilney for Intermediaries within the business-to-business market