Managers of Wealth

Charities Budget Update - Saffery Champness

From April 2019, where the sale of a donor’s goods raises less than £20 a year, charities will only need to write to tell them every three years rather than annually.

Consumers are more anxious, but businesses can restore trust with greater transparency

Global KPMG study of 25,000 consumers reveals that we are embracing new technology, but are concerned with the types of data held by businesses.

Schwab Advisors Say Goals and Values Are Better Keys to Clients

At Schwab IMPACT, United Capital CEO Joe Duran’s message of changing up the client conversation resonated with many.

Wealth managers should stop making excuses and adopt blockchain

According to GlobalData’s 2017 Global Wealth Managers Survey, 74.1% of wealth managers agree that high cost-to-income ratios are a concern while 71.6% believe so of local regulatory changes.

What not to miss at Asian Art in London this year

The ambitious programme includes the usual exciting range of symposia, lectures and seminars.

SNB records CHF 7.8 billion loss

Strong fluctuations are therefore to be expected, and only provisional conclusions are possible as regards the annual result.’

4 Ways Family Businesses Can Thrive Through Multiple Generations

Two-thirds of businesses around the world are family owned. How many survive two or three generations?

Corbyn ‘Dangerous to Big Fortunes,’ Says Swiss Bank’s U.K. Chief

Contingency planning among the U.K.’s wealthiest individuals and families has stepped up since Corbyn’s party won its biggest share of votes since 2001 in last year’s general election.

Halloween Comes Early by Gary Dugan

Investors should not be overextend with risk or leverage.

These are the six things that you should NEVER do if you want to bag a billionaire

Another common habit which was a big non-no was spending too much time on your phone.

The crash is going to be violent: Italy headed for crisis, warns banker

The Italian government has not understood this.

Some tailwinds in store for attractively priced Quilter

Quilter's share price is down 18% on the London Stock Exchange and 14% on the JSE since it listed on June 25

Don’t get spooked by the stock market correction - Coutts

There are some concerns out there for investors but it’s good to keep in mind that markets tend to get overly pessimistic quite quickly when expectations change.

Substance debate can enhance captives market

The Base Erosion and Profit Shifting debate has seen jurisdictions take different approaches to how they view business substance.

Cryptocurrencies ‘come of age’ as Bitcoin turns 10 and UK Taskforce publishes report

It’s becoming increasingly clear that cryptocurrencies are the future of money.

New York roadshow reveals Guernsey’s stock is growing

Guernsey Finance led its latest funds delegation to New York, attending two conferences and holding meetings with private equity fund managers, lawyers and advisers.

Seven Tips to Prepare for Financial Freedom in Retirement by Penny Lovell

This is particularly true when it comes to financial planning for retirement.

Risky business by Tim Price

“As far as I’m concerned we came damn close to having a Bay of North Carolina. The nuclear explosion would have completely changed the Eastern seaboard if it had gone off.”

We don’t want billionaires’ charity. We want them to pay their taxes

Rather than philanthropy, the super-wealthy should give their money to governments that know better how to spend it

Fine wine investment: how to turn wine into profit

If you've ever debated investing in fine wine, we spoke to the experts about how to make your money go further

Comment & Analysis