Managers of Wealth

Julius Baer Turns Punctual

Even if favorable financial markets and a pick-up in client activity will have buoyed the bank's results, huge expectations now rest on Hodler's shoulders

Cryptocurrency – Only Part of a Monetary Revolution by Gary Dugan

To my mind cryptocurrency is the world’s attempt to deal with three issues.

How Trusts And Estates Lawyers Can Tremendously Profit By Maximizing Client Relationships

Based on a survey of 359 trusts and estates lawyers, we were able to statistically divide them into two segments.

Advice firm attacks ‘broken’ 100-year-old wealth fee model

The report, titled Fixing the broken model, questions why someone with more substantial wealth has to pay more cash for the level of service received.

HSBC Chief Executive Breaks Bread With Trump

This week in Davos though Tucker was the only banker invited to dine with U.S. President Donald Trump.

2018 Banking Industry Outlook - Deloitte

Six themes driving banking industry trends

UBS Seeks to Keep as Much as Possible in U.K. Amid Brexit

Orcel says investment bank may need to adjust its model

Technology takes the lead in 2018 - Deloitte

The Deloitte Center for Financial Services has once again published our series of outlooks for the coming year in financial services.

Barclays CEO Staley Says Annual Revenue Will Have Barely Moved

Staley also signaled that he expects revenue at Barclays’s investment bank to pick up in 2018 as interest rates rise in the U.S. and the economy in the European Union strengthens.

Flexibility Is Key To Dynasty Trust Survival

Diana Zeydel offers some advice on the "care and feeding" of dynasty trusts at Heckerling 2018.

UK 'club' closes after sex harassment claims rock fundraising dinner for men only

The dinner, which took place Jan. 18 at the swanky Dorchester, a London hotel, featured about 100 female hostesses who were required to wear short skirts and high heels.

2018 Outlook For US Wealth Management: 'The Year Of The Client'

Wealth management should absolutely be built around client needs," the report said.

Birmingham billionaires increase by three - see who on the Rich List

This year’s Birmingham Post Rich List shows there are a record eight billionaires who either work in the city, or who have family ties here – up from five last year.

US philanthropist donates medical equipment worth $10 million to Armenian Defense Ministry

The total value of transferred equipment, property, hygiene items and medical products is $10 million.

The case against an offshore property register

Could the government be about to provide criminals with a target list? RSM partner Gary Heynes investigates

These Caribbean Islands Are More Popular Than Ever

Grenada will welcome new hotel options in 2018

Vanguard CEO Rejects Bitcoin Hype

The Vanguard chief noted the lack of fundamental economic value in bitcoin to a lack of fundamental value in gold, another asset class his firm does not invest in, in a recent interview with «CNBC»

Why three is the magic number for this year - Schroders

What could upset the apple cart?

Here is why millionaires continue to flock to UAE

Andrew Amoils, head of research at New World Wealth, revealed that the total wealth held in the UAE is $925 billion (Dh3.4 trillion) by private individuals

UK wealthy struggle to understand inheritance tax

More than two thirds of UK consumers with assets of more than £325,000 ($454,305, €370,339) do not know their estate may be liable for an inheritance tax (IHT) bill, according to research by Canada Life.

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