Managers of Wealth

A Swiss Banker Helped Americans Dodge Taxes. Was It a Crime?

Stefan Buck created bank accounts for dozens of Americans hiding money from tax collectors.

Want To Minimize Your Taxes, Consider Hiring An Elite Wealth Planner

Using intricate legal strategies and financial instruments to eliminate all taxes on their investment portfolios.

For Many Of The Global Super-Rich The U.S. Is The Number One Tax Haven

In 2010 the United States passed the Foreign Account Tax Compliance Act

A slow death by Tim Price

Not every investor, of course, is content with “merely” the market return.

Third Annual Advisor Authority Study Profiles Generation X Investors - A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice

The Special Report Identifies Gen Xers' Unique Needs to Drive Client Satisfaction and Advisor Success

UBS CEO Says China Still Key Piece

UBS Chief Executive Sergio Ermotti said the bank will persevere with its strategy in China and may yet complete the increase of its headcount ahead of schedule

Formula E racing charged by deal with Swiss industrial giant ABB

The electric car-racing series will unveil the Swiss-based industrial group as its title sponsor this week, Sky News can reveal.

How The Top 10 Philanthropists Of 2017 Are Reshaping Giving

As tech moguls start to dominate the list of largest givers, the forms of the gifts are shifting.

Investors will need 'risk assets' to beat inflation in 2018

An acronym is currently being popularised that describes how many investors see markets unfolding in 2018

Top 5 Trends in Wealth Management for 2018

The increased demand and volatility requires trading platforms to connect and trade the currency and the future.

The Wealth Management Brain Drain. What’s Your Strategy for 2018?

Between “brain drain” and the tendency of younger wealth managers to jump from shop to shop, it’s clear our industry is facing some formidable human capital challenges.

Manchester City world's most financially powerful football club

The Soccerex Football Finance notes that the Abu Dhabi-owned club is one of the most famous cases of foreign investment changing a club's status

Corporate governance considerations for fund managers by SGG

Corporate governance is certainly topical at the moment, and will remain an area of focus for regulators and investors alike.

How BRI attracted bigger ticket clients

‘Our client base has increased significantly particularly in the high net worth space, so the average size portfolio we are now dealing with is in excess of £500,000.'

Brexit to benefit Britain says Hambro chairman

The chairman of a £2.5bn wealth manager believes Britain will benefit from abandoning the European Union and it has a stronger hand in Brexit negotiations than many realise

Sanlam tipsters...by Penny Lovell

This is supposed to be a celebratory time but, inevitably, many of us will feel a sneaky melancholy at the sense of time passing and a yearning to re-make our lives for the better over the next twelve months. New Year, New Me sounds fabulous, but what&am

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