07/11/2014
There has been much press commentary in recent weeks about the iniquitous effect inheritance tax (IHT) has on property, particularly in London and the South East where the value of an “average” property can easily exceed the nil rate band (or
07/10/2014
The FCA has this morning launched a review of competition in the wholesale sector.
07/09/2014
Switzerland joined 60 nations in signing a treaty intended to unmask wealthy clients.
07/09/2014
Investors should have a “modest” bias towards risk assets over the second half of the year but they should be aware that rates could rise sooner than the market expects
07/07/2014
It is clear that the US Foreign Account Tax Compliance Act (FATCA) is far-reaching, but its application to UK trusts with no US assets and no US beneficiaries is extraordinary.
07/07/2014
One of the features of the US recovery from the financial crisis has been the growth in the cash piles amongst many of the corporates.
07/07/2014
“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” - Ben Graham.
07/07/2014
The 2013 Jersey Financial Institutions Survey out this morning shows a return to growth for our fund management and trust sectors up 38% and 4% respectively, on the prior year, with aggregate profits for the industry overall exceeding a billion for the th
07/06/2014
The industry is buzzing with new technology; and with new technology comes new buzzwords and phrases! “Cloud Computing”, “Software on Demand”, “Software as a Service”.
07/04/2014
Processes will be as different from their bureaucratic predecessors as Skype is from “plain old telephone service,” as Amazon is from a strip mall, as Twitter is from a postcard.
07/04/2014
As I approach my ten year anniversary at Psigma I have to admit that markets have rarely been so 'boring' and exciting new ideas have never been as hard to come by as they are now. It is a uniquely difficult investment environment.
07/04/2014
This idea that Wall Street is this sort of great evil is at best simplistic
07/03/2014
Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.
07/03/2014
“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’
07/03/2014
Portfolio Considerat​ions: The main risk is being under-inve​sted
06/30/2014
Germany is often held up as a perfect example of the development of small to middle sized companies, and much over the years has been written about the success of their "Mittelstand". This has often consisted of smaller to medium sized private c
06/30/2014
The Brent crude oil price experienced a mini spike after the attacks on the Baiji oil refinery in northern Iraq, the country’s largest, by the Islamic State of Iraq and Syria (Isis).
06/29/2014
The allegations of wrongdoing in the bank's 'dark pool' trading system are bad news for Antony Jenkins, for they cannot all be laid at the feet of the old regime
06/27/2014
The bank is cooperating with Schneiderman’s office and is examining the matter internally
06/27/2014
Sport’s summer season has finally arrived, and many businesses will be digging deep to impress clients and staff with a bit of corporate hospitality – but care is needed to avoid falling foul of the taxman…