Jun 24, 2016 Investments
In a market outlook beset with uncertainty, going it alone doesn't seem the best choice Instead, asset managers and banks can better help investors if they partner to create the right investment solutions, believes Ai Mei Chan of Affin Hwang Asset Management.
Jun 21, 2016 Skills
Do you allow yourself to be restricted by the letter of regulations, or do you allow yourself to be inspired by the spirit of them? How you answer this question will ultimately determine the difference between failure and success. By Kees Stoute
Jun 21, 2016 Family wealth
Planning for the future requires a sense of the past. Now, more than ever, it also needs expert knowledge of the constantly-changing regulations in tax, in law and in structures which will lead to effective implementation. This is the approach that Shanker Iyer takes in spearheading The Iyer Practice.
Jun 21, 2016 Investments
The risk is on the downside, so investors should proceed with caution. It's not about the vote itself; it's about investor discipline. By Todd James
Jun 14, 2016 Family wealth
Taking a leap beyond a pure-play offering, Centrum Wealth Management's family office services aim at getting to the heart of the broader and longer-term planning that really matters to families.
Jun 14, 2016 Skills
Rather than get swept along by what clients think are the most important features of a wealth management service - performance, products and low fees, it is our job as wealth managers to show that we can help them achieve their life goals. By Kees Stoute
Jun 14, 2016 Investments
For decades, low-volatility portfolios have outperformed high-volatility portfolios and with less volatility. So if it works as prescribed, it can be a win-win for an investor's long-term portfolio. By Todd James
Jun 13, 2016 Technology
Disrupting wealth management is no simple task, and getting a business off the ground is far from easy for a start-up. But Mathias Helleu and Charles D'Haussy of 8 Securities believe they have found a niche.
Jun 6, 2016 Investments
In this week's article, we introduce our model portfolio, which we will revisit on a regular basis in order to compare how your client's portfolios are performing against a benchmark portfolio. So how have your client's portfolios performed against the benchmark in 2016? By Todd James
Jun 6, 2016 Skills
Although fintech is increasingly influencing the look and feel of wealth management, it also presents an opportunity for wealth managers to really add value to their clients' key life goal of financial security and stability. By Kees Stoute