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  1. April 14, 2014

    Is ‘smart beta’ the latest magic money tree?

    Investors are always on the lookout for a magic money tree. The latest candidate for that label has been dubbed “smart...

  2. April 3, 2014

    Rothschild edges closer to assets under management target

    Edmond de Rothschild said it had increased its assets under management and operating profit last year, as the private...

Special Reports

  1. Family Office

    How multi-family offices are preserving funds to pass on to the next generation...
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  1. April 1, 2014

    Rathbones boosts assets by £2.8bn buying private client managers

    Rathbone Brothers has boosted its assets under management by £2.8bn with two acquisitions, as the British wealth manager...

  2. March 27, 2014

    Wealth managers rethink game plan

    Tunstall Town 2, Betley Reserves 1. As football results go, it’s not exactly up there with Valladolid’s recent 1-0 defeat of...

  3. March 19, 2014

    UK and London top global millionaire rankings

    More millionaires migrated to the UK between 2003 and 2013 than to any other country worldwide, and London topped the...

  4. March 17, 2014

    DBS buys SocGen’s Asia private banking business

    DBS, southeast Asia’s biggest bank by assets, has bought the Asia private banking business of Société Générale for $200m in...

  5. March 12, 2014

    Active fund managers are closet index huggers

    How active is your fund manager, and what chance do they really have of beating the market? These questions are linked. A...

  6. March 6, 2014

    Bargains running out for value investors

    Who doesn't love a bargain? But as US stocks break fresh record highs and European equities are now more expensive than at...

  7. March 3, 2014

    Belief in easy money boosts active funds

    The decline and fall of Mt Gox, the Tokyo-based Bitcoin exchange, is a cautionary tale for our time. It speaks to the fear...

  8. February 27, 2014

    Fund investors find small is beautiful

    Size matters. And when it comes to active investment management, there is a strong case for small rather than big as the...

  9. February 13, 2014

    Active fund managers welcome return of volatility

    It is the year of the stock picker, or at least that is what stock pickers are saying. These active fund managers tend to...

  10. February 11, 2014

    Tages Capital and La Française to merge fund of hedge fund units

    Two continental Europe-focused investment managers, Tages Capital and La Française, are to merge their fund of hedge fund...

  11. January 27, 2014

    UK funds geared up for fees price war

    Asset management is one of the most profitable businesses going, despite its ups and downs since the financial crisis....

  12. January 23, 2014

    St James’s Place to maintain advice fees

    The chief executive of St James’s Place, David Bellamy, has dismissed the risk of any encroachment by low-cost investment...

  13. January 16, 2014

    Correlation breakdown spells end for broad stock market gains

    Tight-knit relationships that have defined the US equity market’s five-year bull-run are breaking down as investors look to...

  14. January 15, 2014

    Digital shift drives wealth management practices

    “If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”....

  15. January 15, 2014

    Investment industry faces up to risks of more transparency

    More than 500,000 people woke up on Wednesday morning to find a letter on their doormat detailing far-reaching changes to...

  16. January 9, 2014

    Shrinks with cash on the couch

    After completing his doctorate in clinical psychology in 1999, Brad Klontz had $100,000 of debt in student loans. “I was...

  17. January 8, 2014

    Investment trusts trounce the competition

    This is the season for judging fund managers. In general, 2013 was a fantastic year for anyone investing in equities in the...

  18. January 7, 2014

    Banking rivalries: Zurich rivals follow similar strategies

    Before the financial crisis, the wealth management division of UBS was considerably larger than its rival at Credit Suisse....

  19. January 6, 2014

    Bin the crystal ball and follow the money

    However tempting it might be to look at those year-end league tables of 2013’s best and worst performers, resist it....

  20. December 17, 2013

    Reforms spur wave of wealth manager takeovers

    Takeovers of wealth management companies have reached “fever pitch” this year with more than $8bn being spent, and nearly...

  21. December 15, 2013

    Cyber criminals steal via wealth managers

    Cyber criminals are increasingly hacking into the systems of wealth managers in order to steal money from better-protected...

  22. December 13, 2013

    Rose-coloured glasses for 2014 need a polish

    Like Christmas decorations, which appear in the shops ever earlier in November, the investment community is rushing to...

  23. December 10, 2013

    Comment: Bond markets enter 21st century

    The concept of “best execution” price is becoming increasingly important for fixed income institutional investors, their...

  24. December 5, 2013

    ABN Amro to buy German private banking unit of Credit Suisse

    ABN Amro has agreed to buy the German private banking unit of Credit Suisse as the Dutch lender continues to expand its...

  25. November 28, 2013

    Asset managers told to come out of the shadows

    In recent years Helena Morrissey, head of Newton, the asset management group, has attracted much attention. She is something...

  26. November 27, 2013

    Deutsche Bank in talks to sell Tilney to Permira

    Deutsche Bank is in exclusive talks with private equity group Permira to sell the lossmaking part of its UK wealth...

  27. November 11, 2013

    Follow Buffett and back infrastructure’s pricing power

    Warren Buffett values the pricing power of a company above all else, including the ability of the management team. “You’ve...

  28. November 8, 2013

    Money men home in on east London’s Tech City

    Investment managers are casting their nets around east London’s Silicon Roundabout, in an effort to woo technology...

  29. November 6, 2013

    Written constitutions: Whatever you want, get it down in black and white

    Disagreements over the asset allocation and direction of family businesses have driven some of the world’s richest...

  30. November 6, 2013

    Smaller-scale advisers seek edge by offering bespoke strategy

    In the discreet world of private money management, relationships can evolve over generations. The heartlands of this...

  31. November 6, 2013

    Asia plays catch-up in planning for the future

    Barely a week goes by without a new study showing the growth of wealth in Asia, and how the region is creating it faster...

  32. November 6, 2013

    Emerging markets: Call goes out for specialist advice

    Fast-growing emerging economies offer great business potential for multifamily offices, particularly for those prepared to...

  33. November 6, 2013

    Strategies: Clients look to maintain a ‘safe pot’

    The very wealthy clients served by family offices tend to be astute financially, often running their own businesses. They...

  34. November 6, 2013

    Shroud of secrecy starts to slip away

    The family office world has long been cloaked in a shroud of secrecy as rich families have sought to keep their personal...

  35. October 28, 2013

    Bond funds look to cash in on equity surge

    When even bond fund managers are recommending equities, it must be time for investors to take a sceptical look at fixed...

  36. October 16, 2013

    High hopes for private banking in Japan

    Wealth managers eyeing opportunities in Japan could have done without last week’s dressing-down of Tokyo-based Abraham...

  37. October 7, 2013

    Africa billionaires list much longer than estimated

    Africa is home to far more billionaires than previously thought, as a decade-long period of intense economic growth fills...

  38. September 30, 2013

    US asset managers face tighter scrutiny

    In a sign that asset managers could be the next group of financial institutions to face tighter government regulations, the...

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