11/07/2014
Wealth managers prepare for a tidal wave of digitalization
B2B technology vendors are helping wealth managers prepare for a coming tidal wave of digitalization
11/07/2014
In spite of concern over the effect on advisers of the effective end of much legacy trail commission when the platform rebate sunset clause comes into force in April 2016, figures coming to light from operators suggest the problem may be far less prevalen
11/05/2014
PwC has become the lead AIM 100 auditor, overtaking KPMG after it gained three new AIM 100 clients this quarter
11/05/2014
BNP Paribas Wealth Management has conducted the largest scale global research study into successful entrepreneurs learning who and where they are.
11/05/2014
Close to 45 percent of institutional investors surveyed at a recent event hosted by Northern Trust in Stockholm felt that data aggregation posed the greatest business challenge in achieving the highest standards of governance, monitoring and oversight.
11/04/2014
The major economic and financial challenges facing the world today and how policy makers around the globe can confront them will form the focus of a conference being held by Ashburton Investments in Jersey this month.
11/04/2014
More than 80% of new fiduciary or outsourced mandates awarded in the UK in the past year were won on an “uncontested basis”
11/04/2014
The UK’s fiduciary management market now manages more than £70bn in assets after strong growth from smaller pension funds using implemented consultancies
11/04/2014
Credit Suisse said on Tuesday that it is ‘turning more positive’ on the European asset-management sector as it upgraded its ratings for Schroders and Jupiter Fund Management.
11/03/2014
Highest number of donations of £1m or more recorded since 2008
11/03/2014
There was an oddity the other week when we had our latest flash crash in the global markets.
11/03/2014
“If that does show signs of happening, then we may indeed get to see QE4 rolled out. Daddy might have let go of the market's hand for the moment but he's still close by.” Buttonwood in ‘The Economist’
11/02/2014
It has been difficult to call the direction of commodities over the past two years but is now the time to buy in?
10/30/2014
Some of the oldest banks are still operating today.
10/30/2014
Who's Who Legal
This year, our listings comprise a total of 459 practitioners from 164 firms in 45 countries who are considered leaders in this field of law, following votes from clients, in-house counsel and peers.
10/30/2014
In the wake of the mid-October turbulence for global equities, confidence has been re-established on financial markets.
10/30/2014
Looking at changing trends across the globe, greater amounts of the world’s wealth is being generated by emerging markets as these countries become more educated and more urban
10/30/2014
Bank of America Merrill Lynch paid an average of 376,000 pounds, according to Emolument
10/28/2014
Despite significant changes to global financial markets, 61 per cent of non-retired people admit to not reviewing their long-term savings and investments, including 43 per cent who said they had ‘never’ reviewed retirement plans.
10/28/2014
The Pyramis survey identifies regional differences across such topics as: expectations for market volatility, perspectives on alternatives, investment objectives and investment opportunities.