Daily News Analysis
15 May 2013
Manulife Asset Management has hired an emerging markets debt portfolio management team in the shape of Roberto Sanchez-Dahl and Paolo Valle, who join the firm as managing directors and senior portfolio managers. As members of the firm’s fixed income team, Sanchez-Dahl and Valle will manage an emerging markets debt strategy for institutional clients and certain wealth management businesses of Manulife Financial and John Hancock . Reporting to Christopher Conkey, global chief investment officer, the pair will also support other global debt strategies investing .
1 March 2013
The investment appeal of Mexico is underrated and the country should continue to benefit from its proximity to the US, according to Henderson Global Investors. The firm also points to remittances from US-based workers and an improving domestic economy as contributors to Mexico’s beaming investment horizon . Meanwhile, President Enrique Peña Nieto, who was elected last July, has promised a slew of economic and social reforms related to tax, energy and education in a bid to boost competitiveness.
18 January 2013
Foreign players face stiff competition in Brazil as local firms vie to strengthen their positions, a new study says.
8 November 2012
Investors who wish to invest in emerging markets on the basis of their sustainability should be investing in Hong Kong, which has topped a new league table which assesses countries on the basis of environmental, social and governance factors. Having assessed 85 emerging markets states, ING Investment Management placed Hong Kong at the top, with Chile, Singapore, Barbados and the Czech Republic comprising the rest of the top five . Pakistan was found to be the worst performing market on an ESG basis, with Iraq, Nigeria, Angola and Cote d’Ivoire also in the bottom five.
31 May 2012
Emerging market hedge funds had their strongest first quarter in six years, gaining 7. 3 per cent in the three months to 31 March, new research shows . Chicago-based Hedge Fund Research said that capital invested in emerging market hedge funds soared to $127.
22 June 2012
A family office’s central role is as a risk manager, says FOX in a new study, and this idea needs to be formalized to create the right focus for staff and clients.
8 February 2012
Attractive opportunities in wealth transfer planning were tempered by projections of slow domestic growth and anemic returns on investment-grade bonds and cash at Wilmington Trust’s annual press briefing in midtown Manhattan yesterday.
4 January 2012
A round-up of the key moves in the North American wealth management industry for December 2011.
7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
17 August 2011
After second-quarter results delivered some harsh realities to a number of banks, especially those vulnerable to the strength of the Swiss franc, many have reiterated their strategies to develop their wealth management businesses, even as they embark on wider cost-cutting strategies.
News and Features
Comment and Analysis
The UK's Financial Conduct Authority has fined JP Morgan International Bank a total of £3.08 million (around $4.6 million) for systems and controls failings at its wealth management business.
23 May 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013