London–based tax efficient investment specialist plans to reach £5bn AUM by 2015 29/09/2014
London-based Octopus Investments (Octopus), a tax efficient investment specialist plans to reach £5 billion of assets under management (AUM) by April 2015.
50 not out – Warwick Newbury of SGPB Hambros celebrates half a century in private banking 12/08/2014
Not everything that began in 1964 has stood the test of time. Match of the Day may still grace UK TV screens and Paul McCartney is touring America half a century after the Beatles’ first US visit, but pirate radio station Radio Caroline did not even see the 1960s out and the US Airforce retired the Lockheed SR-71 "Blackbird” in 1999.
Hedge fund transparency biggest issue for investors - Deutsche Bank survey 17/06/2014
The Right Honourable Gordon Brown MP: millionaire earner 11/04/2014
He may, on his own admission at least, have saved the global banking system, back in the dark days of 2008 and 2009. But most UK citizens, tax experts and the recipients of his largesse notwithstanding, would almost certainly consider the Right Honourable Gordon Brown MP, Ph. D. and MA (Hons) to be one of the worst Chancellors of the Exchequer (Finance Minister) and British Prime Ministers in living memory, not least as a consequence of the government spending profligacy he oversaw in both offices between 1997 and 2010.
The future of China's wealth management industry - Celent 28/01/2014
China's wealth management industry is at turning point with more high net worth investors looking to take their money abroad according to a report
AIC reports ‘record' year for industry net flows 18/12/2013
The Association of Investment Companies (AIC) review of the year suggests a strong year for investment company fundraising, and record year for net flows in the industry, according to data from JPMorgan Cazenove, at £3.7 billion over the year to 30 November.
Markets to enter new phase in 2014, says Pictet 18/12/2013
In 2014 markets will enter a distinct new phase, one in which central bank liquidity – for so long a hugely positive influence on investor sentiment - will have a weaker impact on asset class returns than economic growth, according to Luca Paolini, chief strategist at Pictet Asset Management.
Strong global economic sentiment for 2014, according to latest Merrill Lynch survey 18/12/2013
Investors enter 2014 optimistic about the global economy and outlook for Japanese and European equities, according to the BofA Merrill Lynch fund manager survey for December.
Poor asset retention is bane of European and Asian asset managers, says new research 06/12/2013
Global fund groups are diversifying sources of income by expanding into new markets and moving quickly to capitalise on new product trends, but managers in Europe and Asia also need to work at improving asset retention rates, claims the December issue of The Cerulli Edge-Global Edition.
EXCLUSIVE: Communication issues highlight UK client low awareness of RDR, says Compeer survey 28/11/2013
Half of wealth management clients have not met with their manager this year and half are considering investing without advice according to a survey.