ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
While sentiment strongest on bonds, according to August investment manager survey
Choosing the right comparator is crucial
Portfolios targeting inheritance tax mitigation have a new benchmark.
New data from Asset Risk Consultants shows that choice of reference currency, not investment risk, has had a greater impact on a portfolio’s global purchasing power.
Seven Investment Management has hired Guy Christie and Colin Mackenzie to its private client team.
City Financial has appointed Phillip Lee to bolster the credit analysis function in the group's fixed income team.
Tactical asset allocation is getting harder as it is easy to build up a convincing negative case for most asset classes right now, with investors turning their cautious dial up to 11.
The latest performance estimates from Asset Risk Consultants (ARC) show a comfortable final quarter of 2012 for discretionary managers, with positive returns across each risk band.
While the demand for such services is increasing hugely, and despite the work done by a whole host of companies who monitor discretionary wealth managers – investment and overall propositions – a meaningful comparison is still far too difficult to come by.
Asset Risk Consultants’ latest year-end estimates show its Private Client Indices returning negative figures across the board.
Alan Orchard is to leave Asset Risk Consultants at the end of this year after just a few months with the firm.
According to Asset Risk Cosnutlants, private client portfolios lost more money in Q3 2011 than in any other quarter since its records began.