08/16/2018
Why one wealth manager believes becoming a millionaire is 'meaningless'
Ben Rogers, who has worked at Wilmslow-based company Equilibrium since 2015
Comment & Analysis
08/16/2018
'The Geometry of Wealth' author Portnoy talks about how money figures in a joyful life
With defining a purpose, we need to discover and articulate what brings us deeper contentment.
08/16/2018
How philanthropy can support the growth of data for social good
Most data remains in private hands, used to increase business efficiency and profitability.
08/15/2018
Why Global Citizenship Matters by Dominic Volek, Managing Partner, Henley & Partners Singapore
The global citizenship-by-investment industry matters and, by all accounts, it is here to stay.
08/15/2018
Richard Branson Wants to Make the Caribbean a “Climate-Smart Zone”
Already, 26 Caribbean countries have signed on to the drive, supported by 40 private-sector companies.
08/14/2018
Wealth Management Challenges: Client Retention in the Digital Age
Yet many of the traditional wealth managers still question whether the inheriting generation will really want or expect different services/solutions from wealth managers.
08/14/2018
Swiss Life increases fee income in the first half of 2018 – net profit up by 7% to CHF 561 million
"Swiss Life continued its positive development in the first half of 2018", says Patrick Frost, CEO of the Swiss Life Group.
08/14/2018
New study raises red flags on tax haven role in environmental destruction
The Organization for Economic Cooperation and Development estimates that about $200 billion is lost every year by developing countries due to tax avoidance.
08/13/2018
Crashed: How a Decade of Financial Crises Changed the World – review
Suddenly the world ceased to make sense in terms of what, a few weeks before, passed as conventional wisdom – even McDonald’s, for goodness sake, could not secure an overdraft from Bank of America!
08/13/2018
Qatar Investment Authority becomes largest investor in Credit Suisse
QIA is set to play crucial role in boosting tourism sector of Indonesia.
08/13/2018
Was GAM right to block investors taking money out of its funds?
So-called ‘redemption gates’ act as a safety measure, but they can they damage relationships with clients
08/12/2018
Speaking truth to power by Tim Price
Informed and disciplined capital allocation – whether of unitholders’ funds, or of disparate corporate revenues – is the bedrock of our portfolios and moreover the heart of the modern free enterprise economy.
08/10/2018
Are You Managing Clients’ Money Like They’re Pro Athletes?
For those who aren’t making millions each year, developing a long-term budgeting strategy is still very important
08/10/2018
Pictet EMD chiefs: why EM debt bears need a reality check
The same happened in 2013 during the taper tantrum, when the US Federal Reserve signalled its intent to reign back QE.
08/10/2018
A Look Inside the Cayman Gold Vault
Mark began working with gold and silver in 2006 when he joined Kitco Metals Inc.
08/10/2018
Cayman Islands Vs. Bermuda: The Differences for Your Company & Your Lifestyle
Apart from being a strong draw for business owners, the absence of tax also means it’s easy to recruit and attract international talent to your business.
08/09/2018
Philanthropists should reimagine data management: Research.
Such funding requests might "not be sexy" but they are critical to the health of the community sector.
08/09/2018
HSBC: Earth is running out of the resources to sustain life
A group of analysts at HSBC said in a note that cited research from the Global Footprint Network (GFN) that the world spent its entire natural resource budget for the year by August 1
08/08/2018
Sanlam UK’s Income Study – White List July 2018
The study monitors the performance of all UK equity income funds every six months.
08/08/2018
Imbalance in the State of the M&A Scene of Swiss Independent Asset Management Industry
Many of them are using external custodians and third-party fund managers and tend to focus on advising their end clients on investment strategy and fund/asset allocation.