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October 2015

Strategy Is traditional asset allocation no longer an option?

Sometimes, I wonder if asset allocators realise how lucky they used to be. We used to have the luxury of combining bonds with equities to form a diversified portfolio. Sovereign bonds – from many countries – used to be of high quality. But I am afraid that those times are now (...)

October 2015

People Moves 99 Advisory appoints Nicolas Breteau as Senior Managing Partner to develop its UK franchise

One of the key players in advisory services on strategy, organisation and regulation for financial services, 99 Advisory announces the appointment of Nicolas Breteau as Senior Managing Partner.

September 2015

People Moves Societe Generale Private Banking Suisse appoints three new members to its executive committee

Societe Generale Private Banking (Suisse) SA has strengthened its executive committee with the appointments of Olivier Lecler, Deputy Chief Executive Officer, Julien Duniague, Head of Sales and Marketing, and Nicole Favre, Chief Operating (...)

September 2015

Innovation Barclays Launches Shiller Barclays US REIT Value Index

REITs are investment vehicles in real estate that are available to many investors and are commonly traded on major stock exchanges. They derive most of their revenue from ownership or financing of rental properties, such as apartment building, hotels and shopping (...)

September 2015

Regulation ESMA readies MiFID II, MAR, and CSDR

The European Securities and Markets Authority (ESMA) today published its final technical standards (TS) on some of the most important pieces of post-crisis financial regulation: the Markets in Financial Instruments Directive (MiFID (...)

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