October 2013

Fiona RintoulThe mother of a friend of mine is about to lose her home because she took out a high-risk, speculative mortgage. Under the new terms, her house was remortgaged and the money invested in unit trusts.

Office buildingsIn the rage against ever-rising executive pay, regulators are stumbling to create rules that address remuneration practices in the financial services industry. Stefanie Eschenbacher asks what has changed since the collapse of Lehman Brothers five years ago.

Massimo-TosatoMassimo Tosato talks to Nick Fitzpatrick about Schroders’ brand-building in fixed income, how to confront declining margins, and why the purchase of a small Swiss asset manager will definitely not be a catastrophe.

SwitzerlandThe threatened flood of asset managers to Switzerland from London was more of a trickle, finds Fiona Rintoul, who looks at the Swiss industry as it vies to attract more fund management business.

RupeeEmerging market funds have been hit by outflows while currencies such as the Indian rupee have plummeted in value. Is this the start of a crisis or, as emerging market investors say, merely an adjustment? George Mitton reports.

ShipLiability-driven investment is a half trillion pound business in the UK, but the market is dominated by three big players. Could a second-tier provider upset this balance? George Mitton reports.

SaintThere are ways for fund houses to stay on the right side of the law as regulators tighten their grip, say Eve Ellis and Michael Harris at Charles Russell.

Train wheelsHalf of alternative fund managers say the Alternative Investment Fund Managers Directive is still a source of uncertainty and they fear the consequences of non-compliance, writes Hani Kablawi at BNY Mellon.

Sally AzarmiThe status of an individual in employment – whether they are a partner, employer, self-employed or a worker – is a question which sometimes arises for individuals and businesses, with far-reaching implications for their rights, obligations and their liability to pay tax.

ParisThe secured loan market has been an area of relative safety for investors fleeing interest rate risk, says Adeel Shafiqullah at Pinebridge Investments.

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Sponsored Profiles

SPONSORED FEATURE: Investing for income

May 17, 2017

Portfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

SPONSORED ARTICLE: A radical solution to KYC concerns

May 17, 2017

The 1MDB affair shows that lax know-your-customer and due-diligence procedures are a major risk, says Paolo Brignardello, head of product management and marketing, Fundsquare. New solutions are...

SPONSORED FEATURE: AIFMD - What does Brexit mean?

Apr 18, 2017

An open discussion between funds industry experts and initiated by SGG Luxembourg took place in London to examine  the implications of Brexit for UK fund managers marketing to the EU.

SPONSORED FEATURE: Luxembourg fund reporting – CRS vs FATCA

Apr 18, 2017

Luxembourg funds need clear procedures for CRS compliance, writes Andrew Knight, Partner at M Partners, a member of the Maitland network of law firms.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

MARKETING & BRANDING ROUNDTABLE: It’s about aspiration

May 17, 2017

With such an intangible product, it can be hard for asset managers to communicate what they do. Having personality and connecting with customer aspirations may be the key, our branding roundtable hears.

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.