Analysis
Profiles & Comment | analysis 24 Jan 14
at crisis point how can you help your
Imagine if there was a way you could contact large swathes of your client base instantaneously‚ for free‚ passing them vital information just when they may be looking to you for help.
Profiles & Comment | analysis 22 Jan 14
record breakers
Natixis beat a personal best last year, after a decade of solid growth. The firms Terry Mellish and Moad Touhami arent about to rest on their laurels though
Profiles & Comment | analysis 21 Jan 14
asset allocator lombard odier
Following the 2008 financial crisis‚ Lombard Odier changed its asset allocation methodology to a risk-based approach. In CIO Stephane Monier’s view‚ this change of stance has delivered exactly as hoped
Profiles & Comment | analysis 16 Jan 14
begin with the end in mind
Are you paying as much attention to your own future as you are your clients’? Planning ahead to ensure a profitable exit when the time comes will mean you don’t end up being short-changed
Profiles & Comment | analysis 8 Jan 14
can international strategies offer lessons
Retirement funding is a crisis facing most developed economies. Here Guardian Wealth Management’s David Howell looks at how developments in the offshore space could help provide a solution.