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Wealth manager profile: Quilter Cheviot's David Loudon

Wealth manager profile: Quilter Cheviot's David...

A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

Published : 9, Sep 2016
Fund manager profile: Manulife AM's Kathryn Langridge

Fund manager profile: Manulife AM's Kathryn Langridge...

Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.

SJP’s Ralph on acquisitions, opportunities and vertical challenges

SJP’s Ralph on acquisitions, opportunities and...

Fresh from an acquisition spree in the UK, wealth manager St James’s Place is taking its pioneering business model east in its next phase of growth.

Why the future of Japan’s economy depends on the yen

Why the future of Japan’s economy depends on the...

Japan’s economy has waned slowly, which is why government action has not been dramatic but with Abenomics in full swing, Schroders’ Andrew Rose explains why the future depends on the yen’s performance.

Published : 21, Jun 2016
Hermes's Harriet Steel on five-year plans and Asian growth

Hermes's Harriet Steel on five-year plans and...

Hermes Investment Management’s global head of business development joined the company in 2011 and immediately set about transforming how the business was perceived, rejuvenating its fortunes in the process.

Published : 20, Jun 2016
Life industry transformation just beginning, says Ailo's Pain

Life industry transformation just beginning, says...

As the Association of International Life Offices (Ailo) prepares to celebrate its 30th anniversary, chairman Bob Pain talks about the trade body’s development, how it is embracing technology, and the headlines driving transparency.

Published : 14, Jun 2016
Fund selector: Testing your mettle

Fund selector: Testing your mettle

As fear has spread through European markets in 2016, precious metals are once again providing a safe haven for unsettled investors.

Published : 13, Apr 2016
Fund Manager Profile: Chinese whispers

Fund Manager Profile: Chinese whispers

As Matthews Asia launches an Asia ex Japan Dividend Fund, chief investment officer and portfolio manager Robert Horrocks dispels headline fears over the future of economic growth in China.

Published : 8, Jan 2016
Intermediary Profile: Hitting the sweet spot

Intermediary Profile: Hitting the sweet spot

Gary Davis and Jason Rees upped sticks in London almost 15 years ago to move to Mexico City, attracted by the lure of an untapped financial services market with seemingly little competition.

Profile: Strabens Hall on transferring the RDR model to Hong Kong

Profile: Strabens Hall on transferring the RDR...

David Benskin has taken the business model of a UK outfit and adapted it into an RDR-style counterpart in Hong Kong, where clients are learning the merits of engaging a fee-based adviser.

Published : 17, Nov 2015
Taking pride in being an active investor

Taking pride in being an active investor

Nancy Curtin spent the first 10 years of her career in investment banking in New York and still has the accent and direct talking style to go with it.

Published : 8, Oct 2015
Plain sailing: Intermediary profile with Blacktower

Plain sailing: Intermediary profile with Blacktower...

Now at the helm of Blacktower, John Westwood is steering the wealth management business into new international markets, sailing steadily on-course in a rapidly changing market.

Published : 27, Aug 2015
Perspective on Renminbi devaluation: Neuberger Berman

Perspective on Renminbi devaluation: Neuberger...

China’s recent devaluation of the renminbi has created waves in global markets, but appears to be in-line with the government’s long-term goal of internationalizing the currency, says Frank Yao, senior portfolio manager of the Neuberger Berman China Equity Fund.

Published : 21, Aug 2015
The stage is set for alternative funds: Coral Portfolio

The stage is set for alternative funds: Coral...

The 1998 financial crisis in Asia and Russia threatened the whole world economy. Latin American countries defaulted on debt and stock markets globally nosedived, says John Kennedy, chief executive at Coral Portfolio.

Published : 20, Aug 2015
What's next for non-doms?

What's next for non-doms?

It seems like a long time since the general election, where the focus of many of the UK’s high net worth home owners was on Labour’s promises to introduce a mansion tax and to scrap the non-dom status, says Tom Gauterin and Tom Barber, solicitors at Berkeley Law.

Published : 20, Aug 2015
Investors should steer clear of China shares, says UBP

Investors should steer clear of China shares,...

Jean-Sylvain Perrig, chief investment officer of private bank Union Bancaire Privée gives his view on the Chinese market, suggesting investors should avoid exposure to yuan-denominated securities.

Published : 13, Aug 2015
Asset allocator with Quilter Cheviot Jersey

Asset allocator with Quilter Cheviot Jersey

Tim Childe, head of international for Quilter Cheviot – now part of Old Mutual – is setting his sights on furthering the group’s international reach.

Published : 10, Aug 2015
The running man: Fund manager profile with Investec

The running man: Fund manager profile with Investec...

As far as Investec’s Clyde Rossouw is concerned, active management is about going the distance rather than sprinting to the line.

Published : 10, Aug 2015
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

The Dubai Financial Services Authority (DFSA) has cracked...

Australian stockbroker took financial ‘advice’ from psychic
Australian stockbroker...

The head of a failed Australian stockbroking firm,...

Australia's Westpac to remove sales incentives for staff
Australia's Westpac to...

One of Australia's big four banks, Westpac Banking...

Australian regulator ends legal case against two LM directors
Australian regulator...

The Australian corporate regulator has abandoned a...

Novia Global expands into Middle East, teams up with PWS
Novia Global expands...

Novia Global, the international platform arm of UK-based...

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