Investment Strategies
Daily News Analysis
Sell In May? BMO Private Bank Tests The Theory
23 May 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 . The report tracked how $1,000 would fare if invested for six months of the year in the Dow Jones Industrial Average, and six months in non-interest-bearing cash, for each period.
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Mutual Fund Asset Flows "Healthy" But Losing Pace - Morningstar
17 May 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 . Inflows for US equity funds slowed to $895 million, their lowest intake this year.
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US Fund Industry Working Well For Investors - Morningstar Research
16 May 2013
The US has been identified as the best market for fund investors, whilst South Africa has been rated as the worst, according to a new study by investment researcher Morningstar. Morningstar's Global Fund Investor Experience report assesses the experiences of mutual fund investors in 24 countries across North America, Europe, Asia and Africa and is based on criteria including investor protection, transparency, fees, taxation and investment distribution . Each country was assigned a letter grade for each category, which was then used to produce an overall country grade.
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Rockefeller & Co: Further Record Highs For Equities Won't Be A Surprise
26 April 2013
Although equity markets have been strong, further record nominal highs will be no cause for surprise, with the US economy proving to be resilient, the chief investment officer of Rockefeller & Co says in a note. On April 11, the S&P 500 Index of US stocks set a closing high of 1,593 . 37 and has come close to that level since.
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Strong Growth Potential As Manufacturers Move Back To US – Brown Advisory
5 April 2013
The US is in the early stages of a “manufacturing renaissance,” with firms moving their manufacturing operations back to the US, says US investment house Brown Advisory. This, the firm said, means that the country offers investors strong and sustainable growth potential . Brown reports that, in the past two years, many global manufacturers have “re-shored” to the US, taking advantage of the dollar’s weakness relative to the euro and the yuan, competitively priced real estate in rural areas (compared to coastal China), and labour and energy costs.
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Features
INTERVIEW: Why The Ultra Wealthy Increasingly Want To Own Tangible Assets
7 November 2012
Jeff 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.
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A Shift In Power: Clients Call For Greater ESG Consideration
20 August 2012
A growing number of wealth management businesses are incorporating consideration to ESG factors into their practices, due to investor demand and in a sign that the industry is seeing a transfer of power from firms to clients.
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Groundbreaking New Image Rights Legislation To Bring Stars Out In Guernsey - Part 1
5 July 2012
Guernsey is set to beat all the world’s other jurisdictions in overhauling its intellectual property regime to better protect the image rights of high-profile individuals like sports and media stars. A ground-breaking, yet relatively unknown piece of new legislation is set to put Guernsey firmly on the celebrity radar, making the island a top jurisdiction for sports, media and entertainment stars looking to protect their image rights . Several jurisdictions are said to be looking to sharpen up their intellectual property regimes to take better account of today’s celebrity-mad, advertising-driven culture.
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Guest Comment: Getting Older Does Not Mean Shunning More Risk Assets
27 June 2012
Editor’s note: The following article, exploring issues of longevity and asset allocation, is by Ian Martin, chief investment officer at Lloyds TSB Private Banking. As ever, the views expressed here are not necessarily shared by this publication . We do invite readers to respond.
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Wealth Management In California: The Players
29 May 2012
As part of a series analyzing the Californian wealth management industry, here Family Wealth Report shares insights from firms on their Californian operations.
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News and Features
Latest News
Why UHNW Clients In MidEast Prefer Single Family Offices To MFOs - Invesco Study
PNC Wealth Adds To Management Team
Sell In May? BMO Private Bank Tests The Theory
California Luxury Property Values Raise The Roof
Lyxor Makes Senior Hedge Fund Hire From Citi Private Bank
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
UK Fines JP Morgan International Bank's Wealth Arm Over Suitability Failings
The UK's Financial Conduct Authority has fined JP Morgan International Bank a total of £3.08 million (around $4.6 million) for systems and controls failings at its wealth management business.
Natasha Taghavi
23 May 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
