Professional Wealth Management

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Improving the odds in a dangerous game
25 February, 2010

There are substantial opportunities for investors looking to make a play on volatility in currency markets, with hedge funds providing an effective way in, but it is not a market for the faint hearted, writes Yuri Bender

Allfunds backing managed approach
25 February, 2010

The Ucits III regulated funds provided by Allfunds Alternative should tap into the concerns felt by conservative investors, writes Yuri Bender

Fund of funds slow to adapt to new world
07 February, 2010

The fund of hedge funds model has been challenged by the current climate and is struggling to win back clients, writes Yuri Bender, but does the concept still have a place in private client portfolios?

Customers returning with altered appetite
09 December, 2009

Private clients are coming back to hedge funds but are investing in different types of vehicles than those they favoured before the crisis, and are now looking for transparency, liquidity and control. Yuri Bender reports

Private bankers join ETF revolution
09 December, 2009

As the ETF industry continues to expand, and is now attracting private clients, these vehicles are widening access to the types of investments that were previously only available to institutions. Elisa Trovato reports

Regulated funds meet client expectations
01 October, 2009

The safeguards built-in to Ucits funds are making these vehicles very attractive to investor’s seeking more liquidity and transparency, reports Elisa Trovato, and their use is now spreading beyond Europe

Putting the house in order
01 July, 2009

Greater levels of regulation for hedge funds are inevitable. But, asks Yuri Bender, will they follow the draft EU directives? And what are the real drivers behind the proposed legislation?

David Butler, Kinetic Partners

Fund of funds model called into question
01 June, 2009

Up until September last year hedge funds were so popular with investors that some had to restrict entry, but a rush of redemptions since then has seen many go out of business. But what does the future hold for those that survive? Henry Smith reports

Hassan Houari

Putting market volatility to work
01 May, 2009

Structured products offering capital protection are an attractive option in turbulent markets, but volatility itself has developed into an asset class, and benefits from a negative correlation to equities, writes Ceri Jones

Dr Humayan Dar, BMB Islamic

Product innovation in the islamic arena
01 April, 2009

A current challenge for managers in the Sharia-compliant fund space is to respond to investors’ aversion to risk by offering fixed-dividend products and property investments, writes Ceri Jones

Preserving capital in turbulent markets
01 March, 2009

Three multi-strategy funds of funds and one equity market-neutral fund of funds which came through 2008 relatively unscathed offer some lessons for wealth-protection in stormy times, writes Martin Steward

Schmidt: steered clients clear

INSTITUTIONS failed to ask right questions
01 February, 2009

Many people had a sense that something was not quite right with Bernard Madoff's investments, writes Martin Steward, but chose to ignore the signs

Making sustainability a core investment
01 December, 2008

Fully integrating environmental, social and governance factors into investment processes is key for private clients who want to apply their values across their portfolios – not just invest in “SRI themes”. That means ESG investing needs to be a core process for private banks, too, writes Martin Steward

Paul Sarosy

Hurricane-proofing your hedge funds
01 November, 2008

Private clients became re-acquainted with every type of hedge fund risk in September – market, liquidity, operational, counterparty, even legal risk. Allocators need to ask the right questions to stand the best chance of weathering the storm, writes Martin Steward

Ensuring transparency and liquidity
01 October, 2008

A structuring team that can negotiate with the banks and advise the clients is vital if fund managers are not to be restricted in their asset management, writes Martin Steward

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