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The Happiness Formula

Published by : State Street Global Advisors

The Happiness Formula

Published: 06 November 2018

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

Income investing in the US

Published by : Merian Global Investors

Ian Heslop, head of global equities and manager of the Old Mutual US Equity Income Fund, explains how his process works when it comes to income investing in the US.

Published: 09 April 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Thirty years young: the disruptive future for environmental investing

Published by : Jupiter

Charlie Thomas talks about the history of environmental investing at Jupiter, key investment drivers like the rapid growth in the middle classes in Asia, as well as the rise of disruptive technologies like solar energy and electric vehicles.

Published: 29 March 2018

Business Area: Wealth Management

Type: Other

Volatility:  Out of Bounds

Published by : Legg Mason Global Asset Management

Investors concerned about the lack of volatility now are right to see it as something unusual – but can use the relative quiet to consider ways to be prepared for a change. 

Published: 07 November 2017

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

Investing for the Grey Zone

Published by : Legg Mason Global Asset Management

Traditional methods of funding later life are less and less relevant as we all live longer. Financial products need to meet the needs of more flexible financial planning, and a stage of the lifecycle that is neither peak working, nor full retirement.

Published: 07 November 2017

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

Case study: Axis Wealth Management

Published by : Intelliflo

This paper explores how Axis Wealth Management utilised Intelligent Office's Personal Finance Portal to remain compliant and improve their client offering amidst a number of regulatory changes.

Published: 01 June 2017

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

A financial alternative

Published by : Jupiter

Alexander Darwall, manager of the Jupiter European Fund comments on the challenging times for European Banks and how opportunities are being created for smart operators in an ‘alternative financials’ space.

Published: 06 November 2015

Business Area: Economics

Type: Portable Document Format (.pdf)

Margin compression post RDR IFAs prepare for survival of the fittest in 2012

Published by : Momentum

The last two years have seen profit margins for wealth managers squeezed. Advisers have seen their fees from product providers fall from an average of 150bps to 100bps and fees are predicted to continue falling by another 25bps in the near future. The decreasing growth rate within the UK market

Published: 07 June 2012

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

CIO Weekly - 28 May 2012

Published by : Merrill Lynch Wealth Management

Merrill Lynch Wealth Management's weekly update provides a summary of European and American market developments. Plus the latest asset class ratings and forecasts, gold market trends and macroeconomic trends.

Published: 28 May 2012

Business Area: Wealth Management

Type: Portable Document Format (.pdf)

The Alternative Investment Fund Managers Directive - an overview

Published by : Allen & Overy

This Allen & Overy briefing paper is the first in a series on the Alternative Investment Fund Managers Directive (AIFMD), and provides an overview of the background to, aims of, and key issues arising out of, the AIFMD.

Published: 05 August 2011

Business Area: Regulation

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful