Analysis
Profiles & Comment | analysis 21 Jan 14
asset allocator lombard odier
Following the 2008 financial crisis‚ Lombard Odier changed its asset allocation methodology to a risk-based approach. In CIO Stephane Monier’s view‚ this change of stance has delivered exactly as hoped
Profiles & Comment | analysis 16 Jan 14
begin with the end in mind
Are you paying as much attention to your own future as you are your clients’? Planning ahead to ensure a profitable exit when the time comes will mean you don’t end up being short-changed
Profiles & Comment | analysis 8 Jan 14
can international strategies offer lessons
Retirement funding is a crisis facing most developed economies. Here Guardian Wealth Management’s David Howell looks at how developments in the offshore space could help provide a solution.
North America | analysis 22 Dec 13
us banking lobby urges congress to
Ricardo V, a well-to-do Brazilian executive travels frequently between São Paulo and New York. He does not take one of the many non-stop flights, however. Rather he books a trip with a Miami stop-over. The Miami stop is not about company business, shopping or visiting relatives.
Profiles & Comment | analysis 22 Dec 13
us banking lobby urges congress to
Ricardo V, a well-to-do Brazilian executive travels frequently between São Paulo and New York. He does not take one of the many non-stop flights, however. Rather he books a trip with a Miami stop-over. The Miami stop is not about company business, shopping or visiting relatives.