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Volatility ahead - HSBC PB 16/04/2015 HSBC Private Bank has warned of volatility following any US interest rate rise but retains its commitment to European equities Cautious investors need to reassess their asset allocation 16/04/2015 Psigma Investment Management believes that typical Cautious portfolios have now become the riskiest portfolios on offer, urging Cautious investors to re-evaluate their asset allocation mix.
Julius Baer selects Swiss reporting provider 16/03/2015 Kleinwort Benson appoints global chief risk officer from Cazenove 27/11/2014 Kleinwort Benson has appointed Andrew Shiels as global chief risk officer.
Big fines lie ahead predicts Bovill wealth and private banking principal 21/08/2014 Big fines and reprimands for compliance issues still lie ahead for wealth management. Mark Spiers, principal, head of Wealth Management and Banking at consulting firm Bovill, told thewealthnet he feared it would be three years before the sector closed the gap between UK regulator's expectations and reality. 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
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