Analysis

Profiles & Comment | analysis 10 Jul 14

A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.

Profiles & Comment | analysis 9 Jul 14

Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.

Profiles & Comment | analysis 9 Jul 14

GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business

Profiles & Comment | analysis 24 Jun 14

Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look

Profiles & Comment | analysis 9 Jun 14

Managing the increasing complexity of providing a cross-jurisdiction platform service is both challenging and exciting.