Category Archives: private banking

Strategic Insight Video Research Update – Switzerland: Funds, Flows, Wealth Management & West-to-East

A few weeks ago I published a research piece with my HK-based senior research analyst, Bryan Liu, called Spotlight on Switzerland. Below is a video update with HK-based analyst Lise Carpenter, discussing the piece further. The full report can be … Continue reading

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Monaco Fund Forum International 2011 – A Review

The Monaco Fund Forum International is always of major importance for the industry – in its 21st year, it is the world’s largest asset management event, and Julian Kirby, Jenny Adams, Ed Jones and team again outdid themselves. It also … Continue reading

Posted in asia, beauty, black swans, Brand, cash flows, consulting, distribution, information delivery, institutions, LatAm, management, money, movement, pension funds, private banking, professional fund buyers, Uncategorized, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Global Fund Flow Review April 2011: Top Selling Products and Managers

This week I published a new report on year to date flow observations worldwide, including top products and managers, with key contributions from analysts Bryan Liu, Miao Hu, and Lise Carpenter. Release notes below: Nearly $270 Billion in Global Long-Term … Continue reading

Posted in asia, black swans, cash flows, Chile, China, consulting, distribution, management, money, private banking, professional fund buyers, Uncategorized | Tagged , , , , , , , , | Leave a comment

Spotlight on Switzerland: Funds, Flows, Wealth Management, and West-to-East

I just published a new study with one of my HK-based Senior Research Analysts, Bryan Liu, on the Swiss Asset and Wealth Management industry. Below is the press release… for additional details, click here EQUITY FUNDS IN SWITZERLAND ATTRACT 57% … Continue reading

Posted in black swans, Brand, consulting, distribution, information delivery, management, money, private banking, professional fund buyers, SWFs, switzerland, wealth management | Tagged , , , , , , , , , , , , , , , , , , , | 1 Comment