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    1. April 19, 2015

      Towry to launch online services

      The chief executive of Towry, the acquisitive wealth manager and financial planner, says the group is close to launching...

    2. April 16, 2015

      Investors lose out as interests conflict

      When Goldman Sachs floated a Business Development Company in March, it was motivated by two compelling trends. The first...

    1. April 15, 2015

      The case for active management weakens

      Can active equity managers log better performance by being more active? An influential study published six years ago...

    2. April 14, 2015

      Hargreaves Lansdown co-founder steps down

      Few people can match the impact on British wealth management of Peter Hargreaves, who on Tuesday announced that he would...

    3. April 8, 2015

      Active managers have no excuse for poor performance

      As I have told readers of this column many times, active equity managers are having a horrible time. That is in part because...

    4. April 5, 2015

      China commercial lenders expand investment banking operations

      Do not tell Jamie Dimon — who warned he “wouldn’t want to see the next JPMorgan Chase be a Chinese company” — but universal...

    5. April 3, 2015

      Four financial questions for foamy markets

      Happy Easter, and happy Passover. As Christians celebrate Good Friday, and Jews hold their first seder to commemorate the...

    6. March 19, 2015

      Nasdaq is a different beast in 2015

      Fifteen years ago “Who Let the dogs Out” by the Baha Men rippled across the airwaves, The Sopranos was cultivating a new...

    7. March 17, 2015

      Asset managers cut exposure to US stocks

      Global asset managers have reduced their portfolio exposure to US equities to the lowest weighting since the start of 2008...

    8. March 16, 2015

      Living to lament the end of annuities

      “Don’t it always seem to go that you don’t know what you’ve got till it’s gone” Joni Mitchell’s lyrics could turn out to be...

    9. March 15, 2015

      Credit Suisse and UBS hit by change in wealth model

      Sergio Ermotti, chief executive of UBS, is nicknamed George Clooney, the Hollywood actor, by some of his junior staff due to...

    10. March 13, 2015

      Dollar drives emerging market gloom

      At the end of last year the world’s oldest international financial organisation made a dire prediction. If the dollar...

    11. March 11, 2015

      Incentives favour short-term investment focus

      Long-termism is good for you. Investors and corporate executives are far too focused on the short term, with results that in...

    12. March 6, 2015

      US corporate profits set for second straight quarterly fall

      Profits for US companies are expected to decline over two consecutive quarters for the first time in six years as analysts...

    13. March 4, 2015

      Fees matter more than asset allocation

      Asset allocation: why bother? Investors have long grasped that diversification between different sectors and asset classes...

    14. March 2, 2015

      Nasdaq hits 5,000 after 15-year gap

      After an absence of 15 years, investors briefly watched the Nasdaq Composite trade above the fabled 5,000 threshold on...

    15. February 27, 2015

      FTSE 100’s record — fact versus fiction

      Westlife’s “I Have a Dream” topped Britain’s music charts at the end of 1999. It would have been more appropriate for the...

    16. February 27, 2015

      Investors cut UK equities over election worries

      A growing number of multi-asset fund and wealth managers are reducing holdings of UK equities amid concerns about the...

    17. February 27, 2015

      Shares’ long-term lustre outshines gilts

      If the crises of the past seem less ghastly than those of the present, it is because we know what happened next. The world...

    18. February 25, 2015

      Big investors need to take more risk

      The effective mobilisation of savings is vital to provide retirement income for the rapidly ageing populations in a growing...

    19. February 18, 2015

      Buying ‘market truths’ pays, but not impressively

      Some investing truths are universal and self-evident. One of the most enduring is: never put cash into funds that have...

    20. February 17, 2015

      Lenlyn prepares sale of Raphaels Bank

      Family-owned Lenlyn Holdings is preparing to sell one of Britain’s oldest private banks but is shelving plans to offload...

    21. February 9, 2015

      Asian cities attract more overseas money than Switzerland

      Clampdowns on bank secrecy in Europe and a proliferation of billionaires in Asia helped Hong Kong and Singapore attract more...

    22. February 8, 2015

      Consolidation surges in UK wealth management

      Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth...

    23. February 6, 2015

      Wealth manager Seven to explore sale

      The owners of Seven Investment Management have hired investment bank Evercore to explore a potential sale of the business,...

    24. February 4, 2015

      Why S&P 500 can reach the 3,000 level by 2020

      We are working through a curious period in financial history during which neither capital nor labour has pricing power....

    25. January 26, 2015

      Small can be beautiful but quality is key

      “Small ones are more juicy,” ran the jingle for Outspan oranges in the 1980s. Whether this is true for citrus fruit, or...

    26. January 23, 2015

      Coca-Cola HBC loses its fizz

      Luckily, you are probably not a shareholder in Coca-Cola HBC. Unless, of course, you have got a FTSE 100 tracker, in which...

    27. January 21, 2015

      Reits rally looks to be running out of steam

      How long can real estate keep going ? Ever since bond yields peaked early last year and began their descent, real estate —...

    28. January 21, 2015

      How to solve the fixed income liquidity problem

      The roots of the recent return of financial market volatility are not in fundamental factors, but rather reflect the Tower...

    29. January 16, 2015

      Swiss franc turmoil hits retail currency traders

      Tafadzwa, 39, a computer programmer in Harlow, near London, put his entire savings of £22,000 on Alpari, the foreign...

    30. January 14, 2015

      Are healthcare stocks good for your wealth?

      Can US healthcare stocks possibly continue to be good for your wealth? As the sector’s leaders gather this week in San...

    31. January 7, 2015

      Commodity price falls trigger big drop in assets

      Last year will go down as one of the most difficult years ever for commodity investments, according to Barclays, which says...

    32. January 5, 2015

      Europe’s negative rates make cash expensive

      As new year resolutions go, ‘Avoid losing money’ appears a fairly modest aim for most money managers. But even this humble...

    33. January 4, 2015

      More scrutiny needed of retail forex trading platforms

      The focus of most regulators in Europe and the US since the financial crisis has been on tightening the rules in...

    34. December 29, 2014

      Proper portfolio mix crucial to manage risk

      Many investors have become complacent. Aggressive and experimental monetary policy since 2009 has put most financial markets...

    35. December 26, 2014

      When to follow the investment herd

      “The crowd is untruth,” wrote philosopher Søren Kierkegaard, a proponent of individualism. Existentialism is not much...

    36. December 22, 2014

      Cash flows back into EU money funds

      European money market funds are set to record their first annual inflows in four years despite investors increasingly having...

    37. December 22, 2014

      Caught on the wrong side of the ‘vol’ trade

      Wall Street already has a reputation for trying to make money on everything. In 2014, investors branched out even further —...

    38. December 14, 2014

      Julius Baer feels vindicated over Merrill Lynch deal

      Two years after Julius Baer snapped up the international wealth management business of Merrill Lynch, the Swiss group’s...

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