Managers of Wealth

The Digital Advisor Experience -- It is more than Robo Advice

Yet most robo-advisors say the personal touch investors historically valued, especially high net-worth clients, are no longer needed.

Wealth Matters: Death and Taxes by Penny Lovell

“In this world, nothing can be said to be certain, except death and taxes” Benjamin Franklin

Inflation: No smoke without fire - eventually? by Justin Urquhart Stewart

Anyone remember inflation? Those of a certain age may recall those dreadful days of flared trousers, kipper ties and double digit inflation.

Easy to call bankers crooks, but are they the only ones?

Bankers are portrayed in film and television as leeches between crooked politicians and suicidal terrorists.

Interview with Rainer Nigg from Ameliora Wealth Management

Deloitte recently confirmed Switzerland as the world’s leading private wealth management centre. Why does Switzerland remain on top despite turbulences?

An Interview with Osama Hijji

Osama Hijji shares his views on internet banking

Our survey said by Tim Price

Most types of investment life forms participated, including pension funds, insurers, hedge funds and mutual funds.

Who’s tougher on tax avoidance – Labour or Conservatives? by George Bull

The fact that the question can – or has – to be asked reflects the roles which successive governments play in contributing to the design of the tax system in the UK. So how does that design look now? And which party is tougher on tax avoidance

Smart Art Mart by Matthew Egerton-Warburton & Diana Wierbicki, Withers

Hong Kong ticks all the boxes as a major art hub. Its free port status means there are no tariffs or taxes to hold up super-discreet deals, its legal system guarantees a measure of artistic freedom and its financial knowhow means savvy collectors can use

Kings of the wild frontier by Tim Price

“Simple but not easy” - The title of Richard Oldfield’s book about value investing.

Persistent volatility in February and the origin of the word 'dovish' by Penny Lovell

“Markets love volatility” Christine Lagarde, first woman elected to head the International Monetary Fund

Technology and the consumer by Ben, 7IM

There are though a few topics we have investigated around the desk which, whilst maybe not directly impacting portfolios, are probably worth sharing.

$67 Oil Has All The Majors Converging Here by Nick Cunningham of Oilprice.com

Prices for light oil are set at $67 per barrel and natural gas prices fixed at $7.50 per million Btu (MMBtu). That means consumers are not reaping the benefits of cheap fuel. The higher prices they pay offer a huge lifeline for the oil industry.

NEWS ANALYSIS: No sacred cows as Old Mutual splits structure

This reflects how financial services have changed since 1999, when Old Mutual demutualised, moving its head office to London and locating its primary listing there.

Mauritius global business sector: a new beginning

Graham Sheward, in an opinion article published in Business Year Book says “Mauritius remains a jurisdiction of choice to assist multinationals in establishing their pan-African operational, administrative and financial headquarters

Have central banks lost their superpowers? - Schroders

Ahead of the European Central Bank’s (ECB) meeting on Thursday, Schroders' Chief Economist, Keith Wade, looks at whether central banks’ powers are waning in their fight against falling inflation:

St. James’s Place – The UK pension savings rate remains a major structural weakness

Despite George Osborne reportedly postponing pension tax reforms at the forthcoming Budget, the UK pension savings rate remains a major structural weakness and commentators believe individuals can ill-afford to pass up the tax-efficient savings opportunit

The hunt for additional sources of return continues by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners

The idea that central banks have run out of ammunition is commonly held again, but it may be missing the point: monetary policy seems to be shifting focus on creatively boosting the actual money supply to the economy, rather than just expanding the inacti

David Shelton: What is your firm’s ‘meaning of life’?

It is impossible to set a clear strategy and plan if we do not know our target market

Do you need motherly advice for a prosperous retirement? by Penny Lovell

“It may be possible to gild pure gold, but who can make his mother more beautiful?” - Mahatma Gandhi

Comment & Analysis