Managers of Wealth

When you are super-rich who can you trust?

They may have yachts, fancy cars and private jets. But pity the super rich. They’re miserable.

FATCA – Uncle Sam’s very long arm of the law by Gary Heynes and Joan Foster, Baker Tilly

After David Cameron hinted earlier this week that inheritance tax should not apply to people who didn’t feel ‘mega-rich’, why can’t this logic apply to higher rate taxpayers?

Yellow Umbrellas by Geoff Cook, Jersey Finance

A Finance Manifesto

JPMorgan, HSBC and the trillion-dollar game

There the world’s analysts and investors were, thinking they had hours to go before Jamie Dimon’s banking behemoth’s profits came out, when Bang! There they were, splashed all over the City’s trading screens.

Francesco de Ferrari Revs Up

The Head of Credit Suisse’s private bank in Asia on wealth management in the region, and his outlook for Asia.

UBS chief taps varied experience to lead bank

Many leading bankers are proud to say they started at the bottom of the field and worked their way to the top.

Eurozone Souffle by Justin Urquhart Stewart

History does not repeat - well that is my view - but it does resonate.

Market failure by Tim Price

There are two ways of learning how to ride a fractious horse

Morgan Stanley uses client cash to chase private equity profits

People think of it as a risky business but it's not really

No miracle solution by Guy Wagner

Through their actions, the central banks are making life hard for savers who are not prepared to take risks and who traditionally favour money-market investments rather than term deposits or savings accounts.

HMRC – your Facebook friend? by Andrew Hubbard, Baker Tilly

Facebook – a great way to share all the latest news and photos with your friends and family. But changes to the way that HMRC communicates with the public could see you getting a ‘poke’ from the taxman sometime soon…

Why Wealth Managers Should Focus On Steady, Cash-Generative Businesses

"In the low return environment that we foresee, there is a strong reason to refocus on 'Return of Capital and Return on Capital', which requires a cogent investment process as the foundation of the wealth management business," recommen

Quarterly Economic Outlook – John Greenwood, Invesco Perpetual

Invesco Perpetual’s Chief Economist John Greenwood gives his view on the sub-par performance of the global economy and warns of slow improvement in 2015

Asset managers set to bounce back

Analysts at Numis Securities have tipped listed asset managers to bounce back following significant share price falls over the summer.

For the super-rich, it’s like coming back home

The wealthy scale up on real estate exposures in their asset allocations

California Dreaming & UHS1

So here we are, still faced with a huge deficit, and although it has come down over the past few years, it is now showing signs of flat-lining and even rising slightly.

Kokkie Kooyman: How to avoid investment mistakes. Brilliant insights on Charlie Munger

South African asset manager Kokkie Kooyman is one of the world’s best financial fund managers. He has won awards for his investment prowess. In this article, Kokkie shares his insights on how to generate above-average returns. He has made a study of

Osborne’s pension changes - not quite the tax-free bonanza we’d hoped…

Following George Osborne's announcement that he will scrap the 55% tax rate on inherited pension funds, HM Treasury has now confirmed that this will be effective from April 2015.

Stop bashing the super rich: You'll make us all poorer

One hundred and four billionaires live in the UK, and London is now the global capital for the super rich. They spend an estimated £16bn here every year, which means that they contribute a whopping £3bn in VAT alone.

The Melting Ice Cube by Toby Birch

As a closet introvert it pains me to put my head above the parapet but there comes a time when someone has to shout that the Emperor has no clothes. Recent data shows that Guernsey’s investment fund industry is shrinking rapidly while our ranking as

Comment & Analysis