At MitonOptimal, we subscribe to a dynamic strategic asset allocation process and debate the real/absolute return prospects for each investable asset class in our regulated universe. Each member of the team makes a contribution per asset class which is followed by a debate and a team decision. The results are used to run our optimization
A new chapter for advisory firms in Hong Kong & Singapore. Hong Kong’s decisive action to outlaw indemnity commission with only five months notice in 2014, led to a marked evolution within its IFA community since then as the sector endured a period of consolidation. In Singapore, the city-state’s version of the UK’s Retail Distribution
After a few relaxing weeks of the southern hemisphere summer, I had time to reflect on markets and the business of multi-asset wealth management. Over a quiet glass or two of Elephant Hills Shiraz, I came across a fascinating article in a mid-December London edition of The Times, written by the Financial Editor Patrick Hosking,
“The success of countries in the past, of pushing their own currencies down without creating problems, is extremely limited. I don’t know of any case where any country has done this and been happy about the end result.” Paul Volcker, Chairman of the US Federal Reserve, October 1985. On 22 September 1985 at the Plaza
Though the vote is still almost three months away, the ticking of the clock counting down to the UK’s forthcoming EU membership referendum is getting louder and louder AND LOUDER. If you’re not bored by the subject already, it’s a racing certainty that you will be by the time June 23rd comes around. In acknowledgement of the tabloid press’s
