Managers of Wealth

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

Out of Property? Out of Africa? by Justin Urquhart Stewart

Property - we seem as a nation to have an obsession over property, more so than anyone else in Europe.

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.

Comment & Analysis