Archive
Treating volatility as an asset class
Nat Mankelow assesses whether ‘hidden’ assets such as volatility could provide a source of spice for risk-neutral structured product investors
Avoiding sleeping with the enemy
Multi-management is a good way of offering a range of funds and avoiding the conflicts thrown up with open architecture. So why when its potential seems huge, has the take-up been so limited?
Post-merger ‘myopia’ spurs Italian fund house crisis
Total net sales of foreign funds reached a record figure of e7bn during the course of this year, at the expense of local offerings. Elisa Trovato reports
Private banks sweat on MiFID’s arrival
Ted Wilson looks at the implications associated with the arrival of MiFID for private banks, who are confused about what it will mean in practice
Claw back credibility
The third annual European Fund Series of events is about to hit Milan. Major players will discuss what can be done to restore Italian providers’ credibility
German firm seeks out Czech mates
The financial market in the Czech Republic is starting to take off in a big way. Yuri Bender talks to Martin Gardavsky about OVB Allfinanz, a one-stop shop that is providing Czechs with valuable tools
Czech list for success
- Train advisers with a customised programme, including how to advise on a series of appropriate products, depending on a client’s age, financial and professional status and needs.
- Conclude partnerships with a series of big-name, reputable, international and local product providers, able to supply a broad range of diversified products.
- Plan for the long term, both in business and investment.
- Do not risk clients’ assets unnecessarily. The history of the region is a turbulent one, with customers having a poor experience of both unregulated pyramid schemes and some government backed investments.
- Once you have secured a client, keep visiting them regularly, and proposing new financial planning tools for all needs.
Brew the perfect partnership
Mergers and acquisitions are becoming a growing trend in the European financial services market, and now could be the right time to go for one of these options as investment firms are enjoying high profitability, writes Elisa Trovato
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