Managers of Wealth Offshore

Regulation Schregulation by Phil Banas

The global wealth management industry is increasingly focused on complying with the torrent of new regulations pouring forth from hyper-active legislators and hitherto light-touch regulators.

The mess Macquarie made

Management believed the issues could be quietly dealt with behind closed doors

New report shows fall in net household financial wealth in Spain - RESEARCH

The report records a reduction in the ability of Spaniards to save, invest and repay their debt.

Getting the most from our Websites

Since we launched our first site (EUBankers) in 2006 we have expanded the group to 5 sites

Coutts Wealth Watch - "Get real about inflation risks"

Even so, investors must guard against the wealth-eroding effects of inflation. Real assets, not inflation-linked bonds, are the solution.

Academia and practitioners agree no significant evidence to support EU ban on naked CDS - RESEARCH

Discussion around this research found that there is little evidence to suggest that the EU-wide ban on naked CDS positions will achieve its aims.

The case for more QE - BofA Merrill Lynch

At a global level, stable inflation expectations, a negative output gap and the lack of macroprudential risks call for further monetary easing.

Closing international tax loopholes by George Bull

Will the OECD plan solve the problem? We don’t think it will, but it’s a step in the right direction. We summarise the issues and consider how the UK positions itself on international tax developments.

Yen hands baton to sterling in race to the bottom - Coutts

The baton has been passed to the UK as policymakers around the world begin to look to weak currencies to shore up growth.

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.

Comment, Analysis & Research