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Archive » 2012 » Issue 98 (March)
Switzerland learns to adapt to increased regulation
28 February, 2012

Increasing levels of regulation, especially from the US, are forcing the Swiss to make significant adjustments to preserve their status as a leading financial centre

Private equity: the appeal of the real
28 February, 2012

Investors looking for returns are considering increasing private equity allocations, but need to be reminded that patience is a virtue in this field

Long-term view essential in fight against inflation
28 February, 2012

Knowing the difference between inflation-beating and inflation-hedging strategies is key when making long-term asset allocations

Massimo Tosato, Schroders

Industry must pull together to save open architecture
28 February, 2012

Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model

Russia's financial community readies itself for change
28 February, 2012

Russia’s financial community is calling out for the introduction of badly-needed reforms, but will Vladimir Putin’s government listen?

Yves Bonzon

Pictet senses opportunity knocks in a resurgent US
28 February, 2012

Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

Does size matter for private banks?
28 February, 2012

Tindaro Siragusano, head of private banking and asset management at Berenberg Bank (left), and Blake Shorthouse, head, ultra high net worth, Europe Middle East Africa, at Credit Suisse, compare the benefits to clients of boutique private banks and the bigger players 

HSBC hedges its bets by staying agile
28 February, 2012

Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

Multi-family offices thriving in tough times
28 February, 2012
Julien Sevaux, Stanhope Capital

As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Phillip Russell

Victoria out to ensure private clients are not caught offside
28 February, 2012

A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell

Growth of philanthropy offers wealth managers a supporting role
28 February, 2012

Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations

European equities and economy following different paths
28 February, 2012
Gaby Gourgey, MFS Meridian Funds European Equity

Worries over the eurozone remain, but European equities are attractively priced, while many of the continent’s large cap companies are well-positioned to make major inroads into emerging Asia

Private credit opportunities opening up in time of distress
28 February, 2012

Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit

Investors convinced Africa is a continent worth exploring
28 February, 2012
Mohammed Al Hashemi, Invest AD

Investors intend to increase allocations to Africa, buoyed by macroeconomic changes and the region’s potential for growth. But investment also carries huge risks

William De Vijlder

Volatility anomaly suggests slow and steady wins the race
28 February, 2012

Low risk equities tend to outperform their racier counterparts over the long-term and provide portfolios with much less volatility, thanks to human behaviour

Fund selection - March 2012
28 February, 2012
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