Archive » 2012 » Issue 103 (September)
Watch out Europe, the Americans are coming
30 August, 2012
With US equities flavour of the month, confident American managers are looking to gain a greater share of European assets
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Michael Maslinski |
Asian ambition drives Julius Baer’s BofA move
30 August, 2012
By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable
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Culture and the cross-referral conundrum
30 August, 2012
Enhanced regulations will force financial institutions to look at bringing their wealth management and investment banking teams closer together, but the culture within the firm must be right for this approach to succeed
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Luigi Pigorini, Citi |
Citi senses opportunity amid European crowds
30 August, 2012
Citi’s Emea boss Luigi Pigorini discusses the private bank’s attempts to increase its presence among Europe’s wealthiest families and the importance of keeping regulators onside
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Rob Lay,UBS GAM |
UBS’ slimline menu caters to appetite for US equities
30 August, 2012
UBS GAM’s distribution chief, Rob Lay, believes there is plenty of money in Europe for asset managers to target if they play to their strengths
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Ray Soudah, MilleniumAssociates AG |
Swiss banks search for alternatives to M&A; boom
30 August, 2012
Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting
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Time for investment houses to accelerate pace of change
30 August, 2012
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Douglas Thursby-Pelham, Vinculum |
Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise
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Eurozone crisis taking its toll on ETF inflows
30 August, 2012
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James Klempster, Momentum Investments |
Volatile markets have seen falling flows into equity-linked ETFs, but fixed income investments are on the rise, while products tracking precious metals are also booming
The sovereign debt crisis may be weighing down on investor inflows into exchange traded funds (ETF) listed in Europe, which have dropped by more than half in the first six months of the year, but the ETF markets still present considerable opportunities for wealth managers.
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Alex Claringbull |
iShares predicts higher demand for fixed income ETFs
30 August, 2012
Exchange traded funds offering targeted exposure to eurozone governments’ bonds are proving popular, while products based on emerging markets could become the next big thing
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Concerns over excitable market in US election year
30 August, 2012
US markets have performed well over the past year, but there are worries that they do not accurately reflect the state of the country’s economy
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Kenneth Heinz, Hedge Fund Research |
Wealth managers warming to sustainable energy funds
30 August, 2012
Investments into renewable energy are on the rise, and funds tracking the sector are seing inflows, but the theme is better suited to those investors with a long-term horizon
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Why alternatives might hold the key to income
30 August, 2012
The wide range of categories covered by alternative investments, many of them with low correlations to equity and bond markets, could offer stable income streams to investors, but fundamental research is essential before picking funds
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Fund selection - September 2012
30 August, 2012
Each month in PWM, 12 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
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