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Wealth managers are 'vulnerable' to hackers and fraudsters 17/12/2013
Cyber criminals are targeting wealth managers as easy ways to access client cash

Flexibility is the best way to benefit from an improving economic climate, says ECM 29/11/2013
As the economic climate continues to improve in developed markets, asset management firms run the risk of “blowing” their risk budgets unless investors take a flexible approach, according to ECM Asset Management Limited (ECM).

Adviser optimism to drive asset allocation shift across Europe, say BlackRock researchers 28/11/2013
Asset allocation strategies will undergo a significant overhaul in 2014 with UK, German and Italian financial advisers overwhelmingly positive about the three year outlook for financial markets, according to BlackRock.

Half of UHNW family concerned over passing wealth to next generation - Smith & Williamson survey 28/11/2013
Half of ultra-high net worth (UHNW) families have misgivings about passing wealth to the next generation according to new research conducted by Smith & Williamson.

US advisers wary of risk - research 12/11/2013

ESMA publishes final reporting requirements for alternative fund managers 01/10/2013
The European Securities and Markets Authority (ESMA) has published final guidelines on the reporting obligations for alternative investment fund managers (AIFMs).

FCA publishes interim report on mobile banking 27/08/2013
The Financial Conduct Authority (FCA) has published an interim report examining early findings of a review into mobile banking services, setting out the possible risks to consumers as well as areas that firms should consider when developing their services

Barclays courts the anxious private client 02/05/2013
Barclays Wealth and Investment Management is pursuing a strategy of securing anxious clients

Investors need to re-visit risk allocation strategy, new report suggests 29/04/2013
The rapid growth of ‘paper’ assets driven by financial innovation, expansionary monetary policies and global imbalances in capital accumulation and borrowing has increased the potential for extreme market events. Investors should look at ways to balance their search for yield with protection against market risk, according to a new report from the World Gold Council.

HNW investors in the Americas feeling more confident about their financial situation, according to UBS 23/04/2013
64 percent of American high net worth (HNW) and affluent investors say their financial situation is “excellent” or “very good”, up considerably from six months ago (44 percent). This is according to the third Investor Watch report from UBS Wealth Management Americas, released today.

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