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    1. 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...

    2. 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...

    1. 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 —...

    2. 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...

    3. December 10, 2014

      Low-volatility stocks on a winning streak

      October’s shocking stock market correction was over almost before it started, but it has left a clear set of winners in its...

    4. November 20, 2014

      Investec to align banking and investment services

      Investec’s UK clients will soon be able to access banking and investment services from one place in the coming months, the...

    5. November 17, 2014

      Belgian prosecutor accuses HSBC of money laundering

      HSBC’s private banking arm in Switzerland has been accused of money laundering and fraud by a Belgian prosecuting judge for...

    6. November 16, 2014

      Investors turn to small boutiques for wealth management

      Investors are rejecting large fund managers and turning to small boutiques to handle their wealth because they are more...

    7. November 11, 2014

      Standard Chartered to close up to 100 branches to repair profits

      Standard Chartered will close up to 100 retail branches as part of a plan to save millions of dollars to...

    8. November 6, 2014

      Fleming Family to merge with rival Stonehage

      Fleming Family & Partners, the investment office run by relatives of James Bond creator Ian Fleming, is merging with...

    9. November 5, 2014

      Risk-return relationship has been upended

      Investors are rewarded for taking risks. They receive a risk premium when they invest, and higher risk investments, in the...

    10. November 4, 2014

      Infrastructure drive raises price concerns

      Insurers and pension funds that need decent returns to match their long-term liabilities are increasingly attracted to...

    11. October 29, 2014

      Month of mellow fruitfulness for markets

      Next week is November – the month when, according to Jordan Kotick, noted strategist at RBC Capital Markets, “seasonal winds...

    12. October 27, 2014

      Disruption arrives for investment managers

      Technological change has famously disrupted publishing, music, photography and other industries. Mostly the results have...

    13. October 22, 2014

      BNY Mellon launches Asia wealth management strategy

      Bank of New York Mellon’s Hong Kong unit is launching a major wealth management initiative, joining a host of US-based banks...

    14. October 2, 2014

      UK now main rival to Swiss private banks

      Britain’s emergence as the strongest European rival to Switzerland for private banking and wealth management has been...

    15. September 30, 2014

      Comment: The standard OTC oxymoron

      Like many businesses, financial service providers grapple with a dilemma. On the one hand, they want to offer standardised...

    16. September 22, 2014

      UBS to post €1.1bn bail in French tax case

      UBS will have to post €1.1bn bail to French investigators to cover a potential fine for alleged money laundering, after a...

    17. September 21, 2014

      Brazil’s BTG moves into London equities market

      BTG Pactual is building up an equities business in London as the Brazilian lender makes its latest foray into the domain of...

    18. September 17, 2014

      Asian billionaires create wealth fastest

      Wealth was created faster by Asia’s billionaires than by those in any other part of the globe in the past 12 months, with...

    19. September 8, 2014

      Post-QE wave to break over fund managers

      Central banks have been a great blessing for the asset management industry. They helped it avoid disaster during the global...

    20. September 3, 2014

      Watch out for companies splashing cash

      Watch out for any company whose chief executive has just remarried, and decided it is time to splash out on a huge and...

    21. August 27, 2014

      Beware Jolly Roger flag on pink sheet stocks

      Of all the symbols that flash danger, nothing comes close to the Jolly Roger. The skull and crossbones flag flies across a...

    22. August 22, 2014

      Risk parity and McNuggets: a history

      It may not be as obvious as the link between mankind and Neanderthals that scientists have been discussing this week, but...

    23. August 11, 2014

      Regulation transforms UK wealth management business

      New regulation is transforming the UK’s expanding wealth management industry, paving the way for the growth of independent...

    24. July 27, 2014

      C. Hoare poaches clients from big banks with its ‘boring’ image

      A small UK private bank that is “proud to be boring” has poached several hundred new clients from big rivals such as RBS and...

    25. July 23, 2014

      Long-term returns boosted by illiquidity

      And then there were four. Followers of the dialogue between financial academics and investors will know there is agreement...

    26. July 17, 2014

      UBS retains wealth management crown as assets rise 15 per cent

      UBS’s decision to focus on wealth management paid off last year as the Swiss bank retained its position as the world leader...

    27. July 16, 2014

      BlackRock: bouldering on

      BlackRock The juggernaut that is BlackRock rumbles on. A net inflow of $38bn in the second quarter brought the total that...

    28. July 13, 2014

      Barclays Wealth exodus of high-profile staff continues

      Barely a month passes without news of another senior departure from Barclays Wealth. The unit, which manages £200bn of...

    29. July 6, 2014

      Goldman muscles in on Europe’s private banks

      Goldman Sachs is expanding its European wealth management business to offer loans to rich clients in a move that is taking...

    30. June 28, 2014

      Cost of living life of luxury in London falls

      The cost of living a life of luxury in London has fallen, reflecting a strong pound and keener prices for upmarket products...

    31. June 25, 2014

      Nutmeg plots pension expansion

      Online wealth manager Nutmeg aims to launch a range of personal pensions in September to take advantage of the more flexible...

    32. June 20, 2014

      Equities’ great survivors and the value of compounding

      I’ve been giving some talks on investment on a cruise from Venice to Mykonos. I’ve learnt a few things. First, cruising...

    33. June 18, 2014

      Asia set to overtake North America in wealth stakes

      Asia is on the brink of overtaking North America as the largest wealth management market in the world, as growth in the...

    34. June 13, 2014

      Investor distrust drives rise in cash holdings

      It is an immutable truth of investing that you should sell at the top and buy at the bottom. And it is almost as immutable a...

    35. June 11, 2014

      Is ‘smart beta’ smart enough to last?

      How smart is Smart Beta really? Does it depend on Dumb Beta staying dumb and never wising up? Those lucky enough not to...

    36. May 21, 2014

      Hard sell: why fund managers underperform

      Here is the good news. On the whole, fund managers who are good at working out which stocks to buy, and when, are not...

    37. May 13, 2014

      Brewin Dolphin to take £32m hit due to software glitch

      Wealth management company Brewin Dolphin is set to take a £32m hit after uncovering “issues” with computer software it was...

    38. May 12, 2014

      Britain needs local authority pension revolution

      It’s official: paying active managers to pick stocks is a waste of money. Who says so? The UK government, which is...

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