07/04/2014
Danish asset managers climb in 2014 global ranking
Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013
Comment, Analysis & Research
07/04/2014
Wealthy Russians pouring money into Estonian commercial property
Aavo Kokk, CEO of real estate advisory company Catella Corporate Finance says that these are good times for commercial real estate.
07/04/2014
‘Winner takes all’ industry to drive asset manager M&A surge
Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.
07/03/2014
Pension savers are being put off by the lifetime cap - Brewin Dolphin
Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.
07/03/2014
Be 'valuation aware' rather than 'valuation driven' says Legal & General
In today’s Fundamentals briefing, Lars Kreckel, an LGIM equity strategist, looked to clear up some of the common misconceptions around equity valuations whilst presenting a new LGIM Composite Valuation Indicator, the Factor.
07/03/2014
DFMs and advisers need a clear mandate
“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’
07/03/2014
HSBC Private Bank Q3 Investment Outlook - Willem Sels, UK Head of Investment Strategy, HSBC Private Bank
Portfolio Considerat​ions: The main risk is being under-inve​sted
07/03/2014
Roundtable: European hedge fund managers don’t just launch UCITS or Alternative Investment Funds (AIFs)
As a result of the Alternative Investment Fund Management Directive (AIFMD), most of the service providers have increased prices
07/03/2014
German institutional interest in SRI continues to grow, survey shows
The survey of 215 German institutional investors, with accumulated assets of around €1.5trn, also found that “concerns about this type of investment are declining significantly”.
07/03/2014
Sapient Global Markets Survey Rates DZ Bank As Best German Retail Structured Products Issuer for 2014
Banks provide more product information through online portals, but investors demand increased functionality around search and selection
07/02/2014
Allocations shifting away from fixed income, says Mariner
Credit and equity market volatility plus expected central bank moves are creating a stronger rates trading environment
07/02/2014
Golf fees VAT-free by David Wilson
Despite the EC’s decision last year that members’ golf clubs should not be charging VAT, HMRC’s continued dithering on VAT-free golf is definitely below ‘par’.
07/02/2014
Eastern European markets offer high growth rates and attractive entry opportunities - Erdinç Benli, Head of Emerging Markets Equities at Swiss & Global AM
ussia and Turkey continue to present opportunities, despite recent rallies
07/02/2014
Managers question how next five years of returns will look
The next five years will see financial markets enter a new phase, he says, in which central bank stimulus – for so long a positive influence on investor sentiment – will have less of an impact on asset class returns.
07/02/2014
Fund manager moves: Has industry turnover become excessive?
The worst offender was the Global sector, in which just 42% of managers have remained in place for that period, according to FE
07/01/2014
Financial Services Firms Upbeat as Business Volumes Rise – CBI/PwC Survey
Firms are focusing on two key strategies for growth in the near-term
07/01/2014
Macquarie Research: European and UK economics - The road ahead
Euro area inflation, the UK PMIs and the ECB meeting are the highlights this week.
07/01/2014
Post-RDR funds industry controlled by 150 'gatekeepers' - research
The report claims a small number of asset managers and funds have been attracting disproportionate amounts of fund inflows
06/30/2014
Expanding your Middle by Justin Urquhart Stewart
Germany is often held up as a perfect example of the development of small to middle sized companies, and much over the years has been written about the success of their "Mittelstand". This has often consisted of smaller to medium sized private c
06/30/2014
Shy wealth firms overlook most basic way to win clients
The Futurewealth Report 2014, composed by SEI, Scorpio Partnership and NPG Wealth Management, revealed advisers doubled their chances of receiving a referral by simply asking for one.