Managers of Wealth

T'ain't What You Do (It's the Way That You Do It) by Andrew Hubbard

A recent report into the experience of SMEs subject to HMRC compliance checks shows that tone is just as important as content.

New York wine makers vie with France's top Merlot producers

Long Island wineries are smaller, younger and have less experience than their French counterparts, but some local vintners think the Merlot wines they produce compare favorably with those made in Bordeaux.

Financial adviser expects more women to join field

The Question and Answer feature helps readers learn more about prominent people in the business community.

Key deadline for trustees looming – thankfully HMRC makes things clearer by Gary Heynes, Baker Tilly

Trustees of UK family trusts will be aware that the deadline for registration for those caught by the US Foreign Account Tax Compliance Act (FATCA) rules is looming.

High Net Worth: Getting what you pay for?

Matt Schofield, head of Zurich Private Clients, told Post the reason for introducing this new product came from a realisation of the need to cater for different types of HNW individuals.

Eurozone Contrasts and the Power of Mario by Justin Urquhart Stewart

The Eurozone, as we all know, is certainly not one nation and it is most certainly nowhere near being one economy.

Giant Schroders UK Opportunities fund no longer a 'buy' as fund manager Julie Dean departs

The fund has delivered a startlingly good performance over the past ten years under Dean’s management, returning 223 per cent compared with 125 per cent for the average fund in the IMA UK All Companies sector.

Feeling our presence - Roula Habis on managing wealth in the Middle East

Roula Habis is a new managing partner at Optimum Invest, a Beirut based financial company. Formerly the general manager of Middle East Capital Group

Why financial planning trumps wealth management

Many of these changes have been subtle and confined to our back offices.

Rothschild Sees “New Monetary World” & Recommends Hedges

Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio

Helping Northern Trust Grow And Change

It’s not easy for a 125-year-old bank to embrace change.

Asia’s demand for gold keeps growing – but will it last?

“Asians want gold. They want it to store their money, their wealth. I suppose it’s an investment.”

Serving the Merely Affluent

Wealth managers fight to win the business of people with $1 million or more, but pay considerably less attention to the merely affluent.

Private banking demystified

There’s a lot of talk about private banking, but often little understanding of what it really means. We explore its services and benefits

Aussie instos boutiques on a global scale

Speaking about the relevance of boutique platforms at the 2014 Money Management Platforms and Wraps Conference, DeDominicis said international institutions were looking to enter the domestic market, and had significantly more funds behind them than the bi

Comment & Analysis