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Another look at St James's Place, the UK's fastest growing wealth management firm 11:00 GMT
Cirencester, Gloucestershire-based St James’s Place has rapidly emerged over the past decade or so to become one of the UK’s leading wealth management firms. At the end of September it had around £48.33 billion of assets under management, a volume probably only exceeded by Barclays, Coutts and possibly HSBC.

PAM Insight Roundtable Discussion: Innovative approaches to thematic investing: navigating the way ahead 23/10/2014
On Wednesday 22 October PAM Insight (publishers of thewealthnet) co-hosted a roundtable discussion with MSCI entitled Innovative approaches to thematic investing: navigating the way ahead. Participants were Mouhammed Choukeir, chief investment officer at Kleinwort Benson; Didier Duret, chief investment officer of ABN Amro Private Banking; Stephen Jones, chief investment officer of Holbein Partners; Guy Monson, managing partner and chief investment officer of Sarasin & Partners; James Sellon, managing partner of Maseco Private Wealth; Eric Verleyen, chief investment officer of SGPB Hambros; as well as Altaf Kassam, head of equity applied research at MSCI; Baer Petit, managing director and global head of index at MSCI; and Roger Urwin, advisory director at MSCI.

Prepare for a classic nineteenth century banking panic 21/10/2014
Pessimism is hardly in short supply in the current environment, notwithstanding the efforts of the UK and US economies to reach “escape velocity”. If markets are forward looking, and the events of the past month or so are not just a transitory blip on the way to a series of new highs, it would appear that more trouble is about to hit the real economy. Deflation, or the threat of deflation, is in the air.

Wealth management refocus continues to pay dividends at Morgan Stanley 20/10/2014
Wealth management appears to have a reduced profile at many banking groups in both the US and Europe. But this appears not to be the case at Morgan Stanley, which has just reported its third quarter earnings (see accompanying article).

Could insurance companies assume primacy in the UK and other wealth management markets? 20/10/2014
The role of insurance companies, and especially life assurance firms, in the wealth management sector tends to be overlooked. “Wealth management” is often considered to be synonymous with private banking, especially at the top end of the market. As a consequence it is often assumed that banks, rather than insurance companies, have primacy in the sector.

Quilter Cheviot and Old Mutual: Second time lucky for Old Mutual? 17/10/2014
The words “deja vu” should immediately come to mind on first acquaintance with the news that Old Mutual Wealth is to acquire London-based Quilter Cheviot, at least to anyone with a reasonably long memory. For Old Mutual, if not Old Mutual Wealth, is no stranger to the UK wealth management market, especially when it comes to acquiring private client stockbrokers and investment managers at inflated prices.

Market collapse or correction: It's that old but not that familiar October feeling 17/10/2014
October and stock market collapses go together. The Wall Street Crash of 1929 occurred in October when on 28 October (Black Monday) and 29 October (Black Tuesday) the Dow Jones Industrial Average lost 12 percent and 13 percent respectively. On 19 October 1987 (another “Black Monday”) the Dow plunged by 20 percent, an event replicated by major market indices around the world. More recently in 2008 the Dow fell by around 14 percent.

EXCLUSIVE: New entrants to wealth management sector likely to come from unexpected sources, Hakan Valberg of Advent Software told 2014 PAM Annual Operations Dinner 17/10/2014
New entrants to the wealth management sector are likely not to come from the traditional areas that have fed the industry in the past, according to Hakan Valberg, president of Advent Software EMEA.

EXCLUSIVE: Management information needs to inform on four key areas post-RDR, Neil Walkling of Bovill tells 2014 PAM Annual Operations Dinner 16/10/2014
In the post Retail Distribution Review (RDR) world, management information at wealth management firms must include four key areas to ensure a firm is keeping within the spirit and rules of the new regulation, Neil Walkling, consultant and conduct risk specialist at Bovill told the 2014 PAM Annual Operations Dinner earlier this week (14/10/2014)

Forget Thomas Piketty: Buy Credit Suisse 16/10/2014
With 577 pages of text and another 108 pages of notes, “contents in detail”, lists of tables and illustrations, and indexes Thomas Piketty’s “Capital in the Twenty-First Century” is a doorstop of a book. It is also deeply flawed. According to a number of critics, including the Financial Times’ Chris Giles and Ferdinando Giugliano (see The Financial Times, 24 May 2014), both its main conclusions and the data sources that underpin them have many shortcomings.

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