Managers of Wealth

Julius Baer’s Next Generation Summit leaves CEO Boris Collardi feeling a bit horse

Collardi flashed her a knowing look before popping another cough drop.

JP Morgan Private Bank Middle East head takes swimsuit and googles everywhere

He previously lived in Bahrain for four years.

Culture matters: Business performance follows culture

A roll call of success stories includes P&G, Southwest Airlines, Fed Ex and Starbucks.

The Rogues Taking on the Old Banking Elite

This year Bill Gates is the closing Keynote speaker

Next out of the block

The conversation will spiral on through the suitability of crypto currencies for legitimate business

Choosing a Fund Administrator for the Long Term by Eamonn Greaves, SS&C

As we meet with asset management firms who are considering third-party fund administration, it’s clear that certain elements of service have become of greater importance.

Dodgy tax numbers in the conference season by Justin Urquhart Stewart

To date I note that we have a Mansion Tax proposal from Labour for the NHS, which seems to have had all the forethought of the similar idea regarding the taxation of the power company profits. The thought may well be made with good intent, but the actions

Let’s stick together by Tim Price

“During the 17th century, Scottish investors had noticed with envy the gigantic profits being made in trade with Asia and Africa by the English charter companies, especially the East India Company.

How Bill Gross became too hot for Pimco to handle

The flagship Total Return Fund, the world's largest bond fund, suffered 16 straight months of outflows. The wrangling and the underperformance grated on the executive committee, chaired by Chief Executive Douglas Hodge.

25 Quotes on Wealth From Powerful Women

There’s Nothing Wrong With Being Rich

How to be a global player — Amundi

We also have some fund managers in Malaysia but they are under the remit of Singapore

Three reasons fund managers invest like lemmings

Even the rock stars of the investment community are guilty of herd mentality. The fact that African Bank Investments Ltd, an obviously dodgy investment, was held in so many unit trust funds is evidence of this.

Eradicating the pathology of UHNW wealth managers who want brand building without marketing

Still, the principals of this de facto Cabot, Lodge wealth manager were determined to express to prospects that they were in fact better than their competitors in essential ways.

British Documentary Skewers Active Management

Active fund managers in the U.K., like their counterparts in the U.S., are paid handsomely.

Private Wealth Advice in the Social Media Era

We’ve all heard the question: “If a tree falls in the forest and no one hears it, does it still make a sound?”

Labour's plans for Mansion Tax and tax avoidance - Baker Tilly

Addressing the Labour Party conference in Manchester, Labour leader Ed Miliband has outlined plans to introduce a ‘Mansion Tax’ on properties worth over £2m, and a clampdown on tax loopholes by hedge funds and large firms that ‘mov

Three challenges facing Barclays’ new head of wealth

Barclays announced on Monday that Akshaya Bhargava will become the new head of the firm’s wealth and investment management business.

"They think it's all over" - But it isn't! by Justin Urquhart Stewart

I have to say I was very relieved on Friday morning when after a night of crackling thunder over head and overnight, I could finally see that the Unionists had won the day in the Referendum.

Emirates NBD CEO Shayne Nelson On Dubai’s Boom

Shayne Nelson says he is confident that the lender’s legacy problems are now finally over.

Where the biggest banking bonuses will be this year

Currency traders are expecting a £63,000 fall in bonuses amid an industry rigging scandal, while commodities trader pay-outs are expected to be up £38,000

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