05/17/2016
European Private Equity industry maintains appetite for M&A
A new report from consultancy Roland Berger finds that the European private equity is set to build on global appetite and enjoy continued growth in the coming twelve months.
Comment, Analysis & Research
05/17/2016
60 per cent of wealth managers under threat from superior technology
Asset managers need to develop their use of technology to continue attracting and retaining clients
05/17/2016
UBS takes more positive view on Greek banks
UBS’ view echoes a similarly bullish position on Greek banks from Morgan Stanley.
05/17/2016
St. James's Place - UK trade deficit had reached £13.3 billion in Q1
Official figures released last Tuesday showed the UK trade deficit had reached £13.3 billion in the first quarter – the largest figure since the start of the financial crisis. This means the UK is reliant on money from abroad to help make up t
05/16/2016
Small is beautiful II by Tim Price
Size isn’t just a barrier to efficiency in asset management. Beyond a certain limit, size threatens operational performance in just about every facet of life. In the words of the late Dr. Albert Bartlett, emeritus professor of physics at the Univers
05/16/2016
Advisers and product providers clash on AE fee caps
The institute’s modelling showed a hypothetical volatility-managed fund charging 115 basis points could deliver better average returns than a wholly equities-invested fund with lifestyling that charges only 35 basis points.
05/16/2016
Technological Advances Changing the Way Providers Address Wealth Management Solutions
According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.
05/16/2016
Hedge funds show best returns from Russian markets
Hedge funds may charge higher fees and are generally less restricted than traditional mutual funds.
05/16/2016
Banks Set To Lose 43% Of Retail Payments Revenue Under PSD2
UK banks could be poised to lose up to 43% of their retail payments based revenues by 2020 as the revised Payment Services Directive accelerates advancements in e-commerce and contactless technology, according to data compiled by Accenture.
05/15/2016
Brexit News
Some of the latest opinion on Brexit
05/13/2016
Miton’s David Jane: The only certainty is uncertainty
This makes us feel that currency risk is elevated and also that short term interest rates will remain low for an extended period, even if the US has begun putting rates up.
05/12/2016
Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation
Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.
05/12/2016
Friday 13th – unlucky for investors?
On Friday, you may still wish to keep a hold of a rabbit’s foot and treat mirrors with extra care, but it really shouldn’t be a day to avoid the stock markets
05/12/2016
Are politics pivotal? by James Klempster, Momentum Global Investment Management
As a result individuals rightly worry about the likely outcome of general elections and referenda.
05/12/2016
This soccer club leads the property premier league
The Boleyn Ground, West Ham United's stadium in east London, saw the second highest price increase at 13.2 percent, although the team are in the process of moving to the former Olympic stadium this summer in Stratford.
05/12/2016
Too big to fail: Is platform tech about to crumble?
Experts say the consolidation of the market is a result of the increasing complexity of regulatory compliance
05/11/2016
UK equity income: By any means necessary
Savvy investors can still achieve the yield they need despite dividend cuts to the FTSE All-Share that have brought UK equity income funds back into focus.
05/11/2016
The nadir of the cyclical slowdown may be behind us by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners
In the US, last week’s monthly payrolls report was weaker than expected, which received some negative attention. But job numbers are lagging indicators and April may have been little more than a subdued afterthought of the seasonally low-key winter
05/11/2016
The British Politicians Serving the World's Super Rich
Like other private offices, J. Stern was set up to look after the riches of one family – the Sterns, a European banking dynasty – before branching out and offering its services to other super rich folk.
05/11/2016
Problem of European fund managers putting a spin on performance is getting worse, say consultants
Cerulli Associates, a global analytics firm, says that a fund selector at one UK-based institutional advisor told it that even some larger fund managers are guilty of putting a gloss on achievements.