News
Retirement | news 12 Sep 16
Millennial investors still seek expert advice – survey
Investors under 35, the so-called Millennials, are slightly more willing to take advice from a professional financial adviser than those aged 36 and over, according to a survey by global asset manager Schroders.
China partnership a route to HNWI opportunity, says UBP
A partnership with an onshore bank is the preferred path for access to the mainland HNW base, according to Michael Blake, Union Bancaire Privee’s chief executive of Asia.
Investment | news 12 Sep 16
Morningstar adds ETFs to analyst ratings service
Morningstar has expanded its qualitative analyst rating system to include 300 exchange traded funds, 100 of which are domiciled in Europe.
Fixed Income | news 9 Sep 16
Allianz GI’s Dwane issues warning on danger of ‘unchartered territory’
Growth and inflation are going to remain subdued, so central banks will keep rates very low, which has serious implications, according to Neil Dwane, global strategist at Allianz Global Investors.
North America | news 9 Sep 16
SEC fines two advice firms over client fee disclosure
The US Securities and Exchange Commission has settled charges against two investment advice firms after some clients were unaware that they were being charged more than the single fee they were paying for investment services.