11/01/2018
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.
Comment & Analysis
11/01/2018
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.
11/01/2018
What not to miss at Asian Art in London this year
The ambitious programme includes the usual exciting range of symposia, lectures and seminars.
11/01/2018
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.’
11/01/2018
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?
11/01/2018
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.
10/31/2018
Halloween Comes Early by Gary Dugan
Investors should not be overextend with risk or leverage.
10/31/2018
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.
10/30/2018
The crash is going to be violent: Italy headed for crisis, warns banker
The Italian government has not understood this.
10/30/2018
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
10/30/2018
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.
10/30/2018
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.
10/30/2018
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.
10/30/2018
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.
10/29/2018
Seven Tips to Prepare for Financial Freedom in Retirement by Penny Lovell
This is particularly true when it comes to financial planning for retirement.
10/29/2018
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.”
10/29/2018
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
10/29/2018
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
10/29/2018
Book Review: The Wealth Elite
The study has limitations, having been based on personal contacts
10/29/2018
Worried About Climate Change? Make Sure Your Super Fund Matches Your Environmental Values
From record-breaking droughts affecting farmers through to kilometers of dying coral in the Great Barrier Reef, most Australians are now aware of the increasing threats of climate change.