Latest Business Intelligence
May 24, 2013
At a time when gold prices have been in retreat, ending what had been a decade-long ascent, private bank Kleinwort Benson is cutting gold exposure and adding holdings of dollars instead. Although it has recovered slightly of late – gold fetched around $1,387 per ounce at 12 noon in London today – the price slipped in April, and is now some way from the record of $1,921 achieved in September, 2011.
May 23, 2013
There is a statistical basis for the “sell in May then go away” adage, but investors are still better off staying invested year-round, says BMO Private Bank. The bank released a report which divided the year up into six-month chunks (May-October and November-April) and compared stock market performance dating back to 1900.
May 23, 2013
Editor’s note: Much has been and continues to be written about the expansionary economic policy of the Japanese government. Its quantitative easing programme – or in plain language, printing money – is arguably the most ambitious yet of any major developed economy, including that of the US.
May 21, 2013
Editor’s notes: These are views, originally sent out in an investment note, from Tom Becket, the chief investment officer at Psigma Investment Management. The views expressed are those of Becket and his firm and not necessarily shared by this publication.
May 17, 2013
Inflows for long-term mutual funds stood at a “healthy” $37. 8 billion in April, but continued to moderate from levels seen earlier this year, according to Morningstar data.
Latest Insight Features
November 27, 2012
Private banks and other firms catering to high net worth clients have snapped up a large chunk of new renminbi-denominated debt recently, attracted by valuations and long-term potential as an asset class, Nikko Asset Management says. But while the RMB-based debt market has come a long way in a short period of time as a market, investors still demand a premium when compared to equivalent US debt maturities, which may seem perplexing given the US’s immense fiscal woes, the firm said in a presentation to journalists yesterday.
November 26, 2012
Editor’s note: Thematic investing has been one of the trends in the industry in recent years. At WHEB Asset Management, partner and head of sustainability research Seb Beloe gives his views about the theme of education and how that plays out.
November 7, 2012
Jeffrey Sica made investment in tangible assets a bedrock of the firm he founded in 2010 because he believed – and continues to believe – that entrepreneurial and wealthy clients will always seek out these assets. Before founding SICA Wealth Management Sica was a managing director at Wells Fargo, running the SICA Financial group.
August 20, 2012
A growing number of wealth management businesses are incorporating consideration to ESG factors into their practices, off the back of high investor demand and in a sign that the industry is seeing a transfer of power from firms to clients. The premise that a blend of environmental, social and governance factors can significantly influence investment performance is certainly not a new idea.
July 31, 2012
Ensuring female representation on boards is about more than equality quotas and can actually have a massive impact on corporate performance - and therefore investment picks - a new study by the Credit Suisse Research Institute has revealed. The Swiss banking giant found that large-cap companies with at least one woman on the board have outperformed their peers with no women on the-board by 26 per cent over the last six years.
This article is by Laurence Field, and Tim Norkett, head of private clients, Crowe Clark Whitehill, the UK-based audit and tax service. They write about the UK’s recently enacted General Anti-Abuse Rule, part of measures to stem supposedly artificial tax avoidance.
Laurence Field and Tim Norkett
May 8, 2013
WealthBriefingAsia recently interviewed Yuji Watase, managing director, head of markets, Wealth Management, at UBS’s Tokyo Branch, concerning how the firm approaches the Japanese market, one that has traditionally proven a difficult sector for non-domestic firms to penetrate.
May 23, 2013
London & Capital says its recently created immigration investment and wealth planning division has so far captured a sizeable chunk of business from foreigners seeking to tap the new UK visa system for HNW individuals.
May 23, 2013
In the active vs passive investment debate, one firm that takes "high conviction" investing very seriously is Polen Capital Management, a firm that has recently launched a fund aimed at European clients.
April 29, 2013
April 11, 2013