Managers of Wealth

Assessing the value of financial advice

Our answer to this challenge is, essentially, to concentrate on areas where instances of bad advice are, or are likely to be, much worse than the ASR benchmark results.

How Regional Banks Are Expanding Their Wealth Management Units

To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.

Forward, comrades, to the past! by Tim Price

November 1977, when troops were called out to replace them, complete with Green Goddess vehicles not wholly fit for purpose given that they hailed from the 1950s.

A $5 Billion Fund Manager Says Fears of China Are Overblown

Alibaba has “an exceptionally scalable business model” and the “monetization potential of customer engagement still have a lot of room to grow,” according to Noeddekaer.

Should the wealthy be worried about pension penury ahead?

UK retirees are in a better position than many, but their situation remains grim

Gen X Saddled with Debt

Generation X’s debt is hurting long-term planning, alternative fund fees dwarf traditional mutual funds and Guggenheim predicts the next recession.

Will The Thousand-Franc Note Become The Cash Of Choice For Crooks?

A Government Proposal That Would See The Swiss CHF1,000 note – Currently The Most Valuable Banknote In The World

Offshore funds and their importance to the global economy

Investment is a truly global activity and it needs to take into account the location of prospective investors

Offshore Banking Guards Against Tyranny

There are often good reasons for placing money in shadowy accounts abroad.

This Is What Could Pop The Bitcoin Bubble

Bitcoin And Bubble Have Become Virtually Synonymous In The Minds Of Many Skeptics During This Year’s Breathtaking Rally

Why this is the era of exotic investment

Cheap borrowing looks to be at and end

Standard Chartered's Gautam Duggal on Why Africa is a Good Bet for Returns

This means he has to be exceptionally well versed in who his client base is and what their attitudes are towards investment.

Landing on the Moon Won’t Be Easy for Unicorns

The successful lunar startup will need a good rocket and a favorable tax plan.

How tech is changing wealth management

It’s no surprise, then, that banks are evolving their digital offering to adapt to evolving customer needs.

Opinion: In defence of offshore jurisdictions post-Paradise Papers

It is hard to understand how most of the offshore jurisdictions do anything different from a tax and transparency perspective than a number of onshore ones.

Chinese Bullish on Dog Year

PwC’s 2017 APEC CEO Survey China report revealed that 39 percent of the executives in China are optimistic about their company’s prospects for revenue growth in the next 12 months.

St. James’s Place – “Hammond’s Budget brings bad news”

Philip Hammond delivered a low-key Budget that targeted housebuilding but let pensions be

Dodging taxes isn't the only reason the rich stash cash offshore

Right now they can just pay fines

Advisors, B/Ds Too Distracted to Invest in the Future

Like investors, advisory firms are taking a short-term view when it comes to deploying technology, according to a new Pershing study.

Wealth Management - retro-fitting for success

As Bill Gates put it… ‘Banking is necessary, banks are not’

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