04/29/2014
Getting the client onboarding process right by Ian Hallam, CEO, 3i Infotech
Wealth managers must also bear in mind the FCA requirements applicable to firms providing investment advisory and discretionary portfolio management services, when such firms are assessing the suitability of the advice they give to clients.
04/29/2014
The revolutionary idea of a giving economy is a theme behind the Dandelion Project in Guernsey.
04/28/2014
Comment: Green shoots in ‘Shareholder Spring’
But several features are indeed changing and will
04/28/2014
Leading wealth manager attacks confusion over Scottish 'Yes' vote
The company points out in today’s Telegraph that it is already experiencing difficulty in managing portfolios.
04/28/2014
Misery continues for trend-following hedge funds
By contrast, assets under management in the wider hedge fund market have risen to record highs of $2.07 trillion
04/28/2014
It was by Richard Saunders, a former chief executive of the Investment Management Association, whose opinion was based on research the IMA published in May 2012 that claimed there is no relationship between trading activity and performance.
04/28/2014
Welcome to the Barclays investment bank layer cake
What a difference a year makes. On April 18 last year, Barclays chief executive Antony Jenkins said that the investment banking division was so important that he wanted to “de-layer” the management structure giving him a “clearer line of
04/28/2014
So what is an IBOR? And why the heck would anyone want one?
04/28/2014
Increased Wage Inflation Likely to be Welcomed by Obama Administration and General Public
04/28/2014
Bank Holiday Blues by Justin Urquhart Stewart
From the days of Tony Hancock, when wet Sunday afternoons were a tedium to be suffered, to sitting in traffic queues on the A303 with whining children, bank holidays and weekends can certainly have their less appealing sides.
04/27/2014
The main challenge facing Islamic economy is poor understanding of Muslim consumers and their needs, according to Professor Laurent Marliere
04/25/2014
This is a reversal from the situation in 2013, when emerging market bonds were hit hard
04/25/2014
“Our expectation is for Gold to reach its next peak in December 2020. We see this as an excellent buying opportunity.”
04/25/2014
Advisers who fail to assess clients’ asset allocation to ensure it remains reflective of risk appetites could be responsible for “disastrous” results, a report from Zurich has claimed.
04/25/2014
Economic uncertainty is now a less commonly cited constraint on growth
04/24/2014
Cumulated net inflows so far this year total 29.1 billion euros
04/24/2014
The answers were analysed using three main criteria
04/24/2014
These include regulation, squeezed profits, lower pay and a besmirched image
04/24/2014
The skills needed to blend income from various sources, including pensions, ISAs, general investment accounts and cash savings when in retirement is akin to the fine tuning required to the engine of a top-of-the-range sports car
04/23/2014
A letter sent to Sky News claiming to be from more than 100 employees of the bank criticises management.