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• September 6, 2010 - Where Big Can Be Beautiful
  

  “True independence as a wealth manager in the eyes of clients can be a tough sell when so many investors have been hurt by the financial system” wrote our group editor, Tom Burroughes, back in May. This had arguably led to the rise of the family-office and boutiques which have been mushrooming all over London. However, one wealth manager who appears to have got things right over the last 18 months is HSBC Private Bank, which in July won the prestigious award of ‘Best Global Wealth Manager’ from Euromoney.

• September 2, 2010 - Executive Moves - August 2010
  

  North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.

• September 2, 2010 - North America Executive Moves - August 2010
  

  North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.

• August 23, 2010 - Racehorse Auctions - Investors Must Watch The Three-Year Cycle
  

  Editor's note: this is the second part of a series about the investment side of racehorse ownership, auctions and the breeding of bloodstock. To view the previous article, click here. Racehorse ownership would not be regarded by many as an investment.

• August 18, 2010 - The Growing Importance Of Behavioral Finance
  

  The growing importance of behavioral finance in the aftermath of the financial crisis was dramatically underscored in the recently released and highly influential World Wealth Report by Merrill Lynch and Capgemini. Noting that billions of dollars in assets are still in motion, the report states that wealth management firms are now “leveraging key tenets of behavioral finance to rebuild investor trust and confidence”. .

• August 18, 2010 - Executive Moves - Americas
  

  Former HBK Capital Management chairman and managing director Laurence Lebowitz joined The Investment Fund for Foundations as its new president and chief investment officer, succeeding David Salem, the firm's founding president and CIO. Rockefeller Financial hired Reuben Jeffery, a top US diplomat, to be its new chief executive, taking up the post on 7 September. UBS Wealth Management Americas made four appointments for its office in Dallas.

• August 18, 2010 - Executive Moves For Asia Pacific - July 2010
  

  Asia Pacific Singapore-based DBS Bank appointed ex-Standard Chartered chief investment strategist Lim Say Boon as chief investment officer for the bank’s wealth management business. UBS nominated Joseph Yam, former chief executive of the Hong Kong Monetary Authority, for election to its board at the bank's AGM in April 2011. Pimco, the fixed income investment management giant, hired Ki Myung Hong as a managing director and head of the Asia Pacific region, based in Hong Kong.

• August 4, 2010 - Executive Moves - July 2010
  

  UK Mark Atherton left the Birmingham branch of Rathbone Brothers, the UK based private wealth and investment management firm. John Lamb Partnership, the London-based IFA, named Campbell Edgar as head of private clients, a role in which he will oversee an eight-strong team of financial planners. He joins the firm from Andersen Charnley, where up until April of this year he served as consultant director within its City division.

• July 15, 2010 - There Is More To Transparency Than Data - BK Communications Group
  

  Summary Transparency has typically been equated with access to data (trade, exposure, valuation, etc. ), but the financial crisis and fund scandals have led clients, investors, as well as regulators to demand more. Major surveys and anecdotal evidence indicate communication is now in demand.

• July 15, 2010 - Brands And Hedge Funds
  

  Executive summary Investors have become distrustful of hedge funds, and are seeking more than just good performance when choosing a manager.   Reputation has become a primary consideration, according to recent surveys.   And with institutions now representing up to 70 per cent of hedge fund investors, the demand has increased for high-level communications that speak to a sophisticated audience.




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