Archive Results for View From The Top
EXCLUSIVE: Data Crunching Delivers The Investment Goods For FQS
May 20, 2013
With markets proving volatile at times, patchier liquidity will mean that capacity constraints on some hedge fund strategies have to be closely monitored to protect performance, FQS Capital, the hedge funds arm of a family office business, says. The issue of capacity limits has arguably become even more severe because some strategies, outside of highly liquid areas such as equity long/short, can see returns fall off significantly if individual fund sizes rise above a certain point. A paucity of convertible bond issuance at certain periods, for example, is a case in point for funds exploiting price discrepancies in this field.
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The Adventure Of Building A Private Bank In Asia - Switzerland's UBP
May 14, 2013
After his fourth macchiato in the space of 45 minutes, one might expect to see Stephan Repkow, head of private banking Asia at Union Bancaire Privée, bouncing off the walls, but no, he’s as cool as a cucumber. However, he’s definitely buzzing about something – in an exclusive interview with WealthBriefingAsia, Repkow talks about what he calls: “the best kept secret in private banking” – the family owned, pure-play, private bank, UBP. “It’s very exciting being part of new venture in Asia and this is why I joined UBP, because I saw the opportunity to build .
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EXCLUSIVE: The Digital Revolution In Wealth Management
May 9, 2013
This interview forms part of WealthBriefing’s latest research report, The New Normal: Codifying Superior Client Experience In Wealth Management, which was produced in association with Barclays Wealth and Investment Management and will launch on 15 May. To mark the launch, a webcast featuring senior executives from Barclays and others has been produced discussing headline findings, and access to both this and the report itself will be free as part of WealthBriefing member benefits. The digital revolution of the past few years means that now even the more conservative institutions are making their first forays into social media and mobile.
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EXCLUSIVE: MIG Bank Sees Big Forex Market Potential For HNW Clients
April 25, 2013
If the events of recent years have taught investors anything it is that there are no permanent trends in economics. Over a decade ago, when the euro arrived, the foreign exchange world appeared resigned to a duller, less varied forex market as old legacy European currencies died out. But as is seen on a daily basis, the forex market has seen plenty of variety and drama, if not on the scale of the European Exchange Rate Mechanism sagas of the early 1990s.
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Lombard Sees More Wealth Products Sold Via Private Banks
April 18, 2013
Lombard International Assurance predicts it will continue to distribute a higher percentage of its wealth management products through private banks as insurance-linked services of this type win appeal, its chief executive says. While not always as widely understood as other types of wealth management player, life insurance firms, and the structures they can put in place for high net worth clients, are an important part of the industry (to view an another article on this issue, click . .
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Family Offices Getting More Direct In Managing Hedge Fund Money - GPP
March 26, 2013
Family offices are looking to develop more in-house investment capability and that includes hedge fund management, a trend that is boosting the business of Global Prime Partners, the London-based firm told this publication recently. GPP provides services to hedge funds in the sub-€100 million region – funds that might otherwise not interest the bigger prime brokers. (Bigger brokers are also typically outside what small hedge funds can afford.
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EXCLUSIVE INTERVIEW: Different US, European Client Data Rules Pose Big Challenges
March 12, 2013
It may sound obvious when it is pointed out, but one of the most important reasons for having a private bank account is that account information remains, well, private. And yet in this digital age, with stories of data thefts, security breaches and zealous government assaults on what they see as illegitimate secrecy, the issue of how to handle data protection is one of the most important facing the wealth management industry. Developments such as mobile applications and cloud computing have given an added edge to the issue.
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Building Client Relationships With A Bit Of Art
February 25, 2013
Does a Picasso float your boat if you have deep enough pockets to afford one of his pictures? Do you prefer a Dutch Old Master or the latest shocker from Damien Hirst? There are few areas of private client management where the conversation is as personal and revealing as an individual’s artwork choices. And the business of advising high net worth individuals on collections and acquisitions continues to be an important service offering for some banks. Over at Citi Private Bank, which has been in the art advisory business since the late 1970s, the firm argues that guiding clients through the maze of the art world is a task that gives a firm an unrivalled opportunity to see what makes a client “tick”.
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EXCLUSIVE INTERVIEW: Coutts Sees Russia/East Europe As Key Parts Of International Strategy
February 11, 2013
Russia and Eastern Europe may not generate quite the same buzz in wealth management as the Asia-Pacific region does but the sheer wealth of some inhabitants means it is a strategically important zone for wealth managers. A firm with a very “British” brand that is also expanding its footprint into these markets, where the UK connection has a pulling power, is Coutts. This blue-blooded bank is moving from a position where around 40 per cent of its business – based on various metrics – is international to one where 60 per cent of it will fall into this category.
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Spanish Private Bank Hopes Family Values Appeal To Asia
January 21, 2013
The March Group is hardly a household name in Asia but the Spanish private banking and investment house hopes that its focus on wealth protection and strong family-ownership culture will wins fans in the region. The privately-owned wealth management, corporate banking and asset management business, set up in 1926, is so far confined largely to Europe; the asset management side of the group, March Gestión de Fondos, is not a top-bracket force yet with a total of €2. 2 billion (around $2.
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Guest Comment: Will The UK's General Anti-Abuse Rule Do What It Claims?
Laurence Field and Tim Norkett
May 8, 2013
INTERVIEW: London & Capital Upbeat On Its New Immigration Service, Sees Strong Pipeline
Tom Burroughes
May 23, 2013
"What Keeps You Awake At Night?” - Security Issues Underscored By BVI Data Leak
Mustafa Hussain
April 11, 2013
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