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  • SHOREX EVENTS ORGANISER

    Specialist media group for the wealth management industry                                                                                                                                                          

  • SHOREX EXHIBITION & CONFERENCE
    SHOREX EXHIBITION & CONFERENCE

    The exhibition and conference is a unique platform where professionals can network to explore new services, products and ideas

  • SHOREX ROUNDTABLES

    Roundtables - Personalised, targeted and efficient approach to connect with your potential client base and present your solutions

  • SHOREX GENEVA

    The Shorex Wealth Management Forum Geneva - Widely recognised as the leading European event for international wealth managers

  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

Fund Manager Briefing: F&C Property Growth and Income Fund

There will be few investors and fund managers who do not remember the terrific liquidity crisis that afflicted U.K. property funds in 2008. The suspension and swing-pricing of funds - first the smaller ones and ultimately the behemoths - caused considerable trauma to a market that had not seen material challenges to the value of the asset class since the early nineties. An enduring legacy...

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Fund Manager Briefing: Standard Life Investments Global Absolute Return Strategies Fund

Since European investors need to chase yield to achieve their performance targets, multi-asset products have become very popular. These products aim to offer equity-like returns with a significantly lower risk, which makes multi-asset strategies look very attractive for all kinds of investors. But not all products follow the same approach, and investors need to look beyond...

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Fund Manager Briefing: Aviva Investors European Property Fund

The recent bout of market volatility is a salient reminder for all investors of the benefits of portfolio diversification. Direct property is well-known for its diversification benefits, but many U.K. investors in particular have a predilection to limiting themselves to U.K. property vehicles. Andrew Hook makes a convincing case for the inclusion of a European component, considering the real estate...

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Major Changes to Come for Swiss Wealth Managers

Since the 2008 financial crisis, the regulators have been reviewing the financial services regulation in order to, among other things, reduce systemic risks and enhance investor protection. On 27 June 2014, the Federal Council has therefore launched the much-anticipated consultation on the Financial Services Act (“FSA”) and the Financial Institutions Act (“FIA”). The consultation will...

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Fund Manager Briefing: PIMCO Select U.K. Income Bond Fund

The thirst for yield remains strong. According to Lipper FundFile data, August 2014 saw retail net sales into bond funds in Europe of some €4 billion, while equity funds suffered a net outflow of €1.2 billion. Indeed, for the year to date to August 2014 bond funds have received 80% of the total net flows into equity funds and bond funds combined. Against this backdrop, there might be...

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Fund Manager Briefing: FOUR Global Income & Growth Fund

As with many funds that have a global mandate, the unique selling point of this one is what it doesn't actually contain. Colin McQueen has a starting point of 14,000 global stocks from which to choose, and he whittles those down to a highly concentrated portfolio of 40 to 60 holdings. It's no surprise that this portfolio has an active share of over 90% and is therefore aimed to please investors...

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Fund Manager Briefing: AB Emerging Consumer Portfolio

Even though the trend toward emerging-market investments has been ongoing for two decades, investors try to find alternative solutions for monetizing developments in these markets in their portfolios. In this regard one question that arises is how investors can capture the local demand of consumers in emerging markets, since the increasing wealth in these countries...

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Fund Manager Briefing: UBS (LUX) Bond SICAV–Convert Global (EUR)

Uli Sperl joined UBS in 2005. Prior to that he was portfolio manager at Activest Investment in Munich. In his role at Global Asset Management Uli is responsible for the strategy and management of global convertible bond funds. He is part of a five-person team that is split up into three senior and two junior managers. The three senior managers split the workload by region...

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Fund Manager Briefing: Hermes Emerging Market Equities Fund

It is increasingly popular for emerging markets to be contextualised within myriad acronyms such as BRIC (Brazil, Russia, India, China), MINT (Mexico, Indonesia, Nigeria, Turkey), and the unwieldy CIVETS (Colombia, Indonesia, Vietnam, Egypt, Turkey, South Africa). Gary Greenberg, lead manager of Hermes Emerging Market Equities Fund, doesn’t care much for these acronyms...

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Fund Manager Briefing: UBS Dynamic Alpha Fund

Gregor Hirt joined UBS Global Asset Management in January 2014. Prior to that Gregor was lead portfolio manager for multi-asset funds at Schroders, where he worked with Andreas J. Köster, Managing Director and Head of Asset Allocation & Currency at UBS AG, who leads the UBS multi-asset team. Although Gregor Hirt only joined UBS recently, he has been acquainted...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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