Thu 11th Mar 2010
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Questions to ask a prospective asset manager1
A practical list of essential questions that you should always ask before appointing an investment manager to look after your money.12

Choosing investment managers - from a trustee's perspective
"What professional trustees should look at when choosing investment managers, including anecdotal guidance, by Ian Swindale"

Fund Manager Selection
"Some of the issues you should think about whilst preparing for the fund manager selection process, by Guy Paterson"

Multi-manager investment and selection
"Some of the issues to consider when choosing investment management houses that adopt a multi-manager approach, by Barry Stillerman"

Fund selection: picking the winners
"Graham Harrison examines whether the standard of fund performance is constant over time, whether past performance provides any clues as to future performance - and whether any fund management houses display outperformance across a range of asset classes."

Managing conflicts of interest
"Examination of some of the more common conflicts of interest within institutions that clients should be aware of, by Michael Maslinski"

The case for segregated investment
"An exposé of the structural and practical benefits of a directly invested portfolio, by David Poole."

The case for pooled investment
"A summary of the pros and cons of pooled investment, with practical examples, by Jonathan Bell."

Portfolio Diversification: Going global
In theory international diversification should reduce portfolio volatility and improve risk-adjusted returns - but is this always true? by Ian Orton.

Reporting: What to look for in your quarterly reports
Technology now allows for much more sophisticated client account reporting by investment managers. Robert Brown outlines the key essentials to look out for.

Family Offices - State of the art
"For the very rich, sometimes the best option is to manage family assets in-house. by Ian Orton"

A century of rich returns
Exploding some of the popular misconceptions about the real returns associated with equities in the last century. Ian Orton examines the arguments put forward in the Millennium book (ABN Amro/LBS).

The Wealthnet
    Today's News  
Citi Private Bank to double North American private banker force
Pretax profits fall at Arbuthnot Latham; impacted by Gilliat start up costs
Wealth manager teams up with UK entrepreneur to market funds
Hedge fund launches increased in Q4 2009, as the pace of liquidations declined - report
International insurer launches 'first ever' life insurance product for the high net worth
Nomura poaches Deutsche Bank US head to run New York business
Aussie private bank planning more US purchases in a "once in a generation" push
Mexican mobile phone tycoon overtakes Bill Gates to top Forbes rich list
London stockbroker to relocate to Guernsey
Use of UCITS by hedge fund industry is 'gaining momentum - survey