Author: Portfolio Adviser

  • Finding solutions for an American in the UK

    Finding solutions for an American in the UK

    The introduction of FATCA together with increased legislative scrutiny in general has meant providing for US clients has become trickier than ever, but there are certain ways in which a wealth manager can make life easier.

  • China market a bubble waiting to burst

    China market a bubble waiting to burst

    The Chinese A-share market is a bubble waiting to burst, according to Schroders head of Asian equities in Singapore

  • Analyst arrogance provides investor opportunity

    Analyst arrogance provides investor opportunity

    Investors are always looking for the new best thing and, as a result, write off old ideas a little too quickly. Nowhere is this more pervasive than with technology, but it can also provide opportunities for value investors.

  • Senior partners banned over Arch Cru failings

    Senior partners banned over Arch Cru failings

    Two senior figures who were behind the serious failings of Arch Financial Products have been fined and banned from the financial services industry, concluding a long-standing legal battle.

  • Former hedge fund manager convicted

    Former hedge fund manager convicted

    A former City hedge fund manager has been convicted of a multi-million pound fraud in what the Serious Fraud Office described as the “first hedge fund prosecution to arise out of the 2008 financial crisis”.

  • Vietnam in transition opens up opportunities

    Vietnam in transition opens up opportunities

    Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund says recent trips to Vietnam have uncovered a number of opportunities.

  • Election uncertainty to dampen UK spending

    Election uncertainty to dampen UK spending

    Discretionary consumer spending could be offset by UK election uncertainty, says Smith & Williamsons Mark Boucher.

  • Mutual funds rescue Jupiter as outflows bite

    Mutual funds rescue Jupiter as outflows bite

    Jupiter suffered net outflows in the last quarter of 2014 after the loss of a single large segregated mandate and the closure of its £234m Second Split investment trust.

  • Nine global funds that boast income and growth

    Nine global funds that boast income and growth

    The global equity income sector came into being at the beginning of 2012, but this disguises the fact that a number of offerings in this area are well established, with the longest-running funds approaching 10-year track records

  • all about the US dollar

    all about the US dollar

    Expected tightening in 2015 and relatively strong economic fundamentals in the US, together with geopolitical uncertainty and monetary policy easing outside the US, have worked in concert to push the US dollar (USD) higher.

  • Shavers and borrowers

    Shavers and borrowers

    Ongoing redistribution of wealth is taking place across most of the developed world. The trend is not unprecedented but, throughout history, it was usually considered illegal. Sometimes, it was seen as such a serious crime that it carried the potential penalty of death.

  • Standard Chartered to close equities business

    Standard Chartered to close equities business

    Standard Chartered is to shut down its equities business as part of its bid to cut $400m (£260m, 340m) in costs this year.