05/21/2015
Should wealth managers still offer advisory?
The rise of discretionary has continued unabated in recent years.
Comment, Analysis & Research
05/21/2015
Deloitte publishes "REflexions," a new magazine dedicated to the real estate investment management industry
In order to keep investors across the European and the Middle-East and Africa region (EMEA) appraised of developments and future trends in the real estate investment management world, Deloitte is launching its first biannual magazine dedicated to real est
05/21/2015
Weekly Close Up - Close Brothers
The darling buds of May
05/21/2015
Cofunds reports property sector at top spot but slowdown in sales
The top three selling fund providers in the Property IMA sector were from M&G, L&G and Henderson.
05/20/2015
Robo-advisers will struggle to make profit, says Morningstar
Robo-advisory firms will have to eat through all of the capital they raised in order to reach a profitable scale
05/20/2015
Dutch millionaires: wealthy but not carefree - Van Lanschot
Millionaires' assets back at pre-crisis levels, averaging €2.9 million
05/20/2015
Ucits assets reach record €9 trillion mark
Ucits assets have reached €9 trillion for the first time, according to European Fund and Asset Management Association figures for March.
05/19/2015
Euroclear Publishes Collateral Management Survey Report
Report highlights the realities facing treasurers and collateral managers in firms active in Europe
05/19/2015
Financial Times Ranks IESE Executive Education Programs 1st in the World
Participants value international approach and faculty diversity
05/19/2015
Increased regulation failing to improve levels of corporate ethical behaviour, reveals EY survey
Failing to follow up on whistleblowing allegations can seriously erode trust in an organisation’s ability to tackle fraud and corruption
05/19/2015
St. James's Place Market Bulletin
The world’s financial markets have vacillated in recent weeks and the past seven days produced little evidence of a firmer direction. Renewed anxieties over the US economic recovery restored some stability to bond markets, while the S&P 500 inde
05/19/2015
Major drag, huh ? by Tim Price, PFP Wealth Management
“We’re not gonna make it, are we ? People, I mean.”
05/19/2015
The best fettered funds of funds
Somewhat the ‘Marmite’ of investors – some people love them, others hate them – funds of funds can be a useful way to access a broad range of managers but which of those investing in-house only have fared the best?
05/18/2015
Miton's Anthony Rayner discusses “safe havens” in periods of market stress
Volatilities have been picking up across asset classes, as have correlations.
05/18/2015
Small caps set to climb as IPOs grow and Europe recovers
The UK small cap market is set to regain traction on the back of weak sterling, a stronger IPO market and the more positive outlook in Europe.
05/18/2015
Asset managers often side with management on controversial issues, ShareAction report says
The investment charity's report Asset Manager Voting Practices: In Whose Interests? examined the voting records of the UK's 33 largest asset managers at company AGMs in 2014
05/18/2015
It may sound like something out of a Tolkien story by Justin Urquhart Stewart
The Battle for the Three Unions
05/17/2015
Sovereign Wealth Funds to Become Ever More Influential Investors in Real Estate - RESEARCH
84% of sovereign wealth funds are below their target allocations to real estate; these investors are set to become even more important to the real estate asset class
05/15/2015
European bank chief says stimulus working
European Central Bank chief Mario Draghi said the ECB's economic stimulus program is working but needs more time to bring European inflation back to healthier levels and restore consumer and business confidence
05/15/2015
Analysis of Britain's £9 trillion of wealth reveals a deeply divided nation
UK families hold a combined wealth of more than £9.1trn – the equivalent of £326,414 for every household in the land