Portfolio Management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors.

With market volatility and interest rates keeping investors on their toes, equity managers say they’re keeping a close eye on ...

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street ...

Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by ...

Omega Global Investors has appointed Simon Tung to the position of head of portfolio management.

While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage ...

Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty ...

While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart ...

Although the global economy appeared to slow in the second half of last year, growth is forecast to pick up ...