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Marie Owens Thomsen

Brexit: UK recession, but NO global recession

Fri, 24/06/2016 - 12:21

The vote to leave the EU is the start, not the end, of a process that could take up to a decade or more, says Marie Owens Thomsen (pictured), Chief Economist at Indosuez Wealth Management, Credit Agricole’s private banking arm. »

David Lamb

Brexit: Talk of Sterling freefall is overblown, but uncertainty now has no end date attached to it

Fri, 24/06/2016 - 12:02

“Amid the hyperbole and today’s vertiginous fall, Sterling’s one saving grace is that the Euro is likely to be hit almost as hard by a Brexit,” says David Lamb, head of dealing at FEXCO Corporate Payments. »

Advisors Asset Management expands strategic partnership with Rothschild Asset Management

Advisors Asset Management expands strategic partnership with Rothschild Asset Management

Fri, 24/06/2016 - 09:46

Advisors Asset Management (AAM) is to become the distributor for several Rothschild Asset Management separately managed accounts (SMAs), including Rothschild's US Large-Cap Core, US Large-Cap Value and US Balanced strategies. »

Tax efficiency drives less than a quarter of high net worth offshore investment, says Verdict Financial

Fri, 24/06/2016 - 09:45

Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2 per cent of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1 per cent derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial. »

BlackRock’s iRetire retirement investment framework now available to LPL Financial Advisors

Fri, 24/06/2016 - 09:44

BlackRock’s iRetire retirement investment framework is now available to LPL Financial advisors, offering a new way to help their clients close the retirement income gap.  »

ADVFN’s Follow Feed aiming to give stock market investors their own big picture fast

Fri, 24/06/2016 - 09:42

Follow Feed from ADVFN (AFN) is designed to cut out market data overload to deliver the most vital and pertinent stocks information to private investors. »

Volatility good for banks and traders says SVM

Fri, 24/06/2016 - 08:37

Colin McLean, managing director, SVM Asset Management says that the challenge for the UK is to move to being a good neighbour with the EU rather than a reluctant tenant. »

Senior appointment strengthens Estera’s risk and compliance expertise

Senior appointment strengthens Estera’s risk and compliance expertise

Thu, 23/06/2016 - 16:14

Estera has bolstered its risk and compliance offering with the appointment of Risk and Compliance Director, Tui Iti who will be responsible for ensuring the company consistently adopts the highest global compliance standards across each of its international offices.  »

Investors warned of dangers of tax schemes

Thu, 23/06/2016 - 12:39

Tax experts at Irwin Mitchell Private Wealth are warning wealthy investors to be wary of investment schemes that promise to reduce tax bills by putting their money into unusual investments such as films.  The firm says that in some instances, investors could both lose their investment and be faced with large tax bills.  »

Asia-Pacific in the lead globally on regional wealth

Thu, 23/06/2016 - 12:36

Global figures from the 20th edition of the Capgemini World Wealth Report show that in 2015 high net worth individual wealth saw only a modest growth of 4 per cent. However, wealth in Asia-Pacific grew by 10 per cent, propelling Asia-Pacific into the lead position as the region with the most HNWI wealth globally.  »



Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

In Focus

Howie Li

ETFs under the microscope

Wed, 10/02/2016 - 13:01


Simon Ruthers

Tax motivated investments gain traction

Wed, 18/05/2016 - 09:14


Special Reports

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

1 day 1 hour from now - California
5 days 1 hour from now - Luxembourg
2 weeks 3 days from now - New York
Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
other gfm publications