David Bailin, chief investment officer at Citi Private Bank, urged investors to get off the sidelines and put cash to work as a new cycle begins.
Citi sees second-half rebound in emerging markets, global small- and mid-cap equities
July 14, 2020 by
Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy
November 9, 2018 by
"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
Headstrong millennials take financial planning into their own hands
December 13, 2017 by
“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge
UBS-PwC report: more billionaires in Asia than in US
November 7, 2017 by
"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
Northern Trust: Transparency standards for alternatives industry fall short of investor expectations
October 24, 2017 by
"Transparency has surged in importance since the 2008 financial crisis, but industry best practices lag demand,” said Penelope Biggs, chief strategy officer, corporate and institutional services at Northern Trust.
World Wealth Report 2017: HNW population and wealth hits new high as ‘BigTech’ encroaches
September 28, 2017 by
More than half of HNWIs (56.2%) say they are open to using BigTech services for wealth management, expecting efficiency, transparency, innovation, and excellent online capabilities, the CapGemini report found.
Fidelity sees larger – but many fewer – M&A transactions among independent BDs
September 28, 2017 by
Fidelity's custody and clearing unit's report examines how M&A is providing independent broker-dealers with an avenue to address market pressures to increase size, productivity and revenue potential.
Institutional risk-management strategies need urgent overhaul, finds AllianzGI RiskMonitor
June 23, 2016 by
Neil Dwane, global strategist at AllianzGI said that that two-thirds of institutions are calling for innovative new strategies to help balance risk-return trade-offs, provide greater downside protection and replace traditional approaches to risk management.
Report: Latam Offshore market strengthens while US Offshore increasingly Miami-centric
January 21, 2016 by
“According to our estimates, the overall size of the three asset-gathering segments stands at USD 105 billion, with the US offshore segment accounting for more than half of the total at USD 56 billion,” said Thomas Ciampi, founder and director of Latin Asset Management.
