09/30/2016
Clients unaware of risk of passive investing, say UK advisers
Almost half (48%) of respondents believe that low fee index funds, which have no risk management, have lulled investors into a false sense of security.
09/30/2016
Almost half (48%) of respondents believe that low fee index funds, which have no risk management, have lulled investors into a false sense of security.
09/30/2016
The survey, which calculates the amount of repo business outstanding on 8 June 2016 (prior to the Brexit vote in the UK) from the returns of 67 offices of 63 financial groups, mainly banks, sets the baseline figure for market size at EUR 5,379 billion
09/29/2016
UBS is the world's biggest wealth manager.
09/28/2016
Only 5 percent showed the door to more than 25 percent of potential clients.
09/28/2016
Office for National Statistics’ regional poll reveals Londoners to be the most anxious and least satisfied in the country
09/28/2016
That Germany’s largest bank is in trouble
09/28/2016
Several objectives call for more – sometimes even ‘exotic’ – instruments, which in turn must be finely balanced.
09/28/2016
32% of respondents argue that the pressure to ensure and prove asset safety comes primarily from ‘own balance sheet liability’
09/28/2016
Across all geographic regions, it is the highest ranks of the UHNW population who are experiencing the most success.
09/28/2016
Since the crisis, and as policy rates fell toward zero, a whole range of new unconventional policies have been adopted in the name of inflation-targeting.
09/28/2016
Everything you need to know about the bind Germany’s biggest bank finds itself in, and why it matters
09/27/2016
A recent white paper entitled Wealth and Asset Management 2021: Preparing for Transformative Change, authored by consultancy Roubini ThoughtLab.
09/27/2016
20 years ago, when a friend of mine started his career in banking, he told me that his grandparents had tears of joy in their eyes.
09/27/2016
The driving force behind the growth in non-cash payments, according to Capgemini, is due in part to strong economic growth in key developing countries,
09/27/2016
Any outcome should ensure that all participants are subject to the same rules
09/27/2016
Although the act of leaving the European Union would result in some short term pain for the UK, in three to five years it will be “better off than continental Europe
09/27/2016
They may not have clarity regarding their future needs, and may therefore choose unsuitable insurance, savings or mortgage products, or even postpone a decision.
09/27/2016
The election has further exposed deep fault lines in American society that neither candidate seems positioned to heal.
09/26/2016
With Bridget Jones’ words echoing in my ears, I realised that the importance of families cannot be understated. Just as children are the backbone of our nation, family businesses are the backbone of our economy.
09/26/2016
Moving together. Making tomorrow.