Managers of Wealth

Jamie Dimon on Finance: “Who Owns the Future?”

In Dimon’s 10 years as CEO, JPMorgan Chase has delivered a higher total return than every major American bank except Wells Fargo.

The most dangerous word in investment by Tim Price

“China’s surplus capacity in steelmaking, for example, is bigger than the entire steel production of Japan, America and Germany combined.” - The Economist magazine, February 27th, 2016.

CRS - What Clients Really Need to Know by David Inglesfield, Asiaciti Trust

In summary, CRS is happening with extraordinary speed. It is most important that clients accept that it is; take good advice and structure their affairs properly; and if they wish to choose a new country of tax residence, actually move there and get a cer

Four questions for Guy Wagner, manager of the BL-Global Flexible Euro fund: No compromises on the quality of companies

The current financial market environment is characterised by low interest rates, high levels of debt – particularly in industrialised countries – and substantial market volatility.

Ariane de Rothschild: ‘I’m just the one taking the heat’

There is something of her hummingbirds in de Rothschild, a wilful, colourful creature enclosed by history and money.

The Top Recreational Activities of Today’s Affluent

Our 2016 Affluent Research identified the top recreational activities today’s affluent clients enjoy.

Developed markets still not expensive: Rothschild

He noted that leading indicators for major Asian economies and rich-world countries are showing below-trend growth, but Asia looks to be stabilising.

Brexit and its potential implications by LGT Capital Partners

Over the longer term, a possible British exit from the European Union, or Brexit, would only marginally impact Britain’s economy.

When a tax return isn’t really a tax return

A recent report from the tax tribunal has revealed that every year some 350,000 returns are submitted by individuals on a purely voluntary basis – largely by PAYE taxpayers who want to obtain a tax refund. However a recent tribunal decision has deci

Anglo-Saxon Chronicle - St. James’s Place

Figures released last week show a major contraction in the value of goods crossing international borders in 2015. As ever, investors held out little hope that such issues would be meaningfully addressed, even though there had been talk of potential coordi

Lael Brainard: What happened to the great divergence?

Speech by Ms Lael Brainard, Member of the Board of Governors of the Federal Reserve System, at the 2016 U.S. Monetary Policy Forum, New York, New York City, 26 February 2016.

PRACTICE 6 Ways to Attract the Affluent

A sizable majority of advisors (61%) we surveyed in 2007 said their five best new clients came from referrals from other professionals.

Men Who Get It: Jamie Broderick, CEO, UBS Wealth Management, UK Jersey

“You can’t create a successful business unless you have an inclusive culture, which encourages a workplace where people can thrive,” Broderick says. And when he talks about diversity and inclusion, he doesn’t just think about gende

Can most people afford to retire in the UK? by Penny Lovell

“The future belongs to those who prepare for it today.” Malcolm X

The lack of 'Knowledge Society' & the key to 'My Future' by Justin Urquhart Stewart

It has often been said that we are living in the 'knowledge society' where we all have access to stupendous amounts of information.

Islamic Wealth Management – Growing Stronger Globally

To date, the global Islamic fund and wealth management sector is on the rise, supported by strong demand from Muslim and non-Muslim investors.

Bitcoin and "The Big Short" by Gavin Smith, CEO First Global Credit

Can the blockchain avert the next financial meltdown?

Barclays awaits captain Staley’s orders to escape storm

The yachting enthusiast and former JPMorgan Chase executive has the task of trying to steer Barclays back to calmer waters.

New financial crash 'certain', ex-Bank chief Lord King warns

He has also claimed that the 2008 crisis was the fault of the financial system, not individual greedy bankers

Coutts. Investing doesn't follow a pre-set course

Bank of England Governor Mark Carney has received some negative press for seeming to back down from previous suggestions that UK rates were more likely to go up than down. But his rebuttal that monetary policy is not on a pre-set course echoes our approac

Comment & Analysis