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.


Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

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.


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.


Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.