Managers of Wealth Offshore

BofA Merrill Lynch Fund Manager Survey Finds Strong Sentiment Consolidating

Equity allocations stay high but bias shifts to defensives

February - Spring's Hope Eternal?

After a strong end to 2012 and a strong start to 2013, investors might be tempted to reduce their equity exposure.

The AIFMD and its Impact on US Fund Managers - Withers

The aim of the AIFMD is to introduce a harmonized regulatory framework across the EU for EU-established AIFMs and to regulate the marketing of AlFs within the EU.

ASEAN Markets offer strong Investment Opportunities - Barings

The ASEAN region’s continued economic growth and compelling domestic dynamics support a strong investment case for the region, according to Baring Asset Management.

Five Shifts that Define the Future of Wealth Management - RESEARCH

Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways.

Rothschild Market Perspective - Dirk Wiedmann, Head of Investments

This month, alongside our usual economic and market reviews, we cover four topics.

Global perspective from Standard Life Investments

Standard Life Investments suggests that it is much harder for countries to make the transition from emerging to developed economies than was previously commonly thought.

Shocking figures reveal the growth in UK's wealth gap

Inequality has grown sharply over the past 15 years

When big is no longer beautiful in the fund management world

Can a fund get too large for its fund manager to handle?

The Ghost of ABN Amro Haunts Europe's Banks

The $98.5 billion takeover of ABN proved to be a disastrously mis-timed acquisition, defining the M&A peak of the credit bubble in 2007.

Surprise: Deloitte finds that Customers will pay fees

The survey – unveiled as part of a report titled, Retail Bank Pricing: Resetting Customer Expectations – finds that there is considerable aversion to price increases, with many consumers believing that banks are not being fair in raising fees.

Perspectives from the Sarasin Group: On liberty, debt and overregulation

Three regulatory deficiencies were leading contributing causes of the financial crisis

What’s next for global capex? - BofA Merrill Lynch Global Research

Timely indicators have been brightening up, painting a picture of strengthening global investment spending in the short term.

Coutts - Wealth Watch - Politics spook European bonds...again

The spectre of political risk has returned to European bond markets as scandal embroils the Spanish government and anti-reform sentiment grows in Italy.

Shanghai Wives Manage Family Wealth

East China's Shanghai wives have more power in managing their family wealth, research has found.

Investment update on China equities and the Year of the Black Water Snake

This month marks the beginning of the Year of the Black Water Snake in the Chinese lunar calendar.

Offshore Chinese bonds and A-shares to benefit as renminbi goes global

China’s currency is moving steadily toward internationalisation, with offshore renminbi (Rmb) deposits likely to exceed Rmb1trn ($160bn) within a few years.

JPMorgan Chase Has A Secret 'Money Room,' Jamie Dimon Says

"It's a money room at an undisclosed location."

Harrison's move to Schroders sparks succession speculation

But the advent of an experienced executive in a senior role at Schroders, shortly after chief executive Michael Dobson passed his 11th anniversary in the job in October, has sparked talk about succession.

Five Reasons to Invest in Asia – Matthew Dobbs, Manager of the Schroder Asian Alpha Plus

Returns from Asian markets in 2012 exceeded all expectations – with the MSCI AC Asia ex Japan index up 22.7%.

Comment, Analysis & Research