Managers of Wealth

Top operational challenges hindering today’s wealth managers

Dynamic client statements and portal experiences are critical to attracting and retaining clients.

Why More Philanthropists Are Giving Before They Die

The trend is a departure from the traditional model of donation—and could affect how large sums of money are put to use.

UK budget hits unlikely to worry Chinese investors

The new rules could come into force from April 2019

Provident Financial’s executive chairman dies

She had previously served as non-executive chairman, and had been a member of the board at Provident since 2007.

Credit Suisse Nixes Activist Talks

Earlier this month, Credit Suisse boss Tidjane Thiam was sanguine about the threat in his first outing in front of media since the offensive, as finews.asia reported

Daniel Wuersch: Swiss Banks Can Take Heart from Acquittal

If Switzerland had grabbed the bull by the horns, the outcome might have been different.

British Philanthropists Give £1.8bn In Charity

Wealthy Individuals In Britain Gave More Than £1.8 Billion To Charity In 2016, Marking A Major Boom In British Philanthropy

Wealth Interview - Eric Barnett

He says: "I hope the business can be a platform for future growth; with organic growth or with further external growth opportunities. If there was another option to acquire a business then I don't think we would rule that out.

Men are from Mars, women have particular investing needs

The differences? Women prefer to invest in causes and concerns that matter to them.

Five Things You Should Know About The Budget - Coutts

The limit on ISAs remains unchanged at £20,000 a year but using your annual allowance should still form an important part of your investment strategy – whether online or through your private banker.

The Sacrifice of Financial Privacy

A domestic bank may be obliged to deduct tax from interest payments and account for them to the local tax administration

If you want to know the truth about the offshore world, listen to Anthony Travers

Mr Travers OBE, is the lawyer who is regarded as the world’s most knowledgeable practitioner in this incredibly complex field.

He’s Back! Jamie Dimon’s JP Morgan Chase Ponders Bitcoin Futures Move

The bank would effectively be creating a market within CME’s marketplace, a go-between cryptocurrency futures and its customers.

Guernsey Finance to update local industry on future plans

Guernsey Finance Chief Executive Dominic Wheatley said: “Miles’ acceptance of our invitation reflects the island’s blossoming relationship with TheCityUK."

Black money crackdown: Linking offshore structures to tax evasion is case of mistaken identity

The media tendency in such situations is to sensationalise news, painting all and sundry with the same brush—tax dodgers and money launderers are all treated on a par with businesses who have legitimate structures.

Affluent Millennials, Home Tech and Chilling Lessons from Wealth Management Industry

J.D. Power survey suggests wealth-management firms are ignoring 'emerging affluent Millennials', causing the generation to move to online investment vehicles. Custom home-technology pros be warned.

Solving the Irish question by Tim Price

That such a Holy Grail is seemingly elusive might be a problem of framing bias: perhaps the answer is not to try and beat the market every year, because no such investment strategy exists.

St. James’s Place – “UK government show signs of Brexit compromise ahead of Budget”

Politicking over Brexit and the Budget gained pace, German coalition talks failed – and US stocks retained their historic calm.

A convenient but dangerous nonsense by Dr Andy Sloan

It’s another truth that is inconvenient and been conveniently forgotten during all the populist rhetoric of recent days and, unchecked, will lead the UK down a road of economic self-harm.

GUEST ARTICLE: In the name of love – why charity isn’t only for the superstar philanthropists by Penny Lovell

However, in recent years the cynicism associated with the term seems to have given way to something with much more positive connotations.

Comment & Analysis