Managers of Wealth Offshore

Mercer’s delegated investment solutions posts strong growth in 2012

In Europe, Mercer’s delegated assets grew by $7 billion in 2012 and now stand at $17.5 billion as at 31 December.

German households buck the trend on financial wealth - RESEARCH

The report also highlighted the relatively high level of savings and aversion to debt acquisition in Germany

Coutts Wealth Watch - UK property 'zombies' still on the loose

Heavily indebted ‘zombie’ companies continue to stalk the UK commercial property market. It will take time, and more importantly growth, to clear them away. But we believe patience will be rewarded.

Raymond James CEO says investors should be the main focus of an adviser protocol, not business

On the first anniversary of the High Court win, Raymond James Investment Services calls on the industry to put the clients’ interests at the heart of an advisory protocol.

How Institutional Investors Will Shape Asset Management Growth

As a result, many asset managers, including some of today’s market share leaders, may struggle with shrinking revenue and a decaying book of legacy business

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.

Comment, Analysis & Research