02/03/2014
The performance caps eight years since Gardner joined the firm and brought sweeping changes to its investment proposition, shifting what he saw as a “UK stockbroker-style outfit” to a full service private bank.
02/03/2014
A number of issues are affecting the speed of recovery, added an extensive global survey conducted by Booz & Company, a leading global management consulting firm.
02/03/2014
This follows the results of the recent Jersey Business Tendency Survey, which found that just over half of financial services firms anticipate a rise in employment numbers and expect profits to increase over the course of the whole year.
02/03/2014
The family office concept has been around for decades, but it is only in recent years that the industry has begun to expand at an impressive pace with new family offices opening every month and the value of assets increasing.
02/03/2014
When seeking solutions for structuring their wealth, Asian investors are fairly open to placing their assets in offshore locations. But there is a tendency for Asian clients – and advisers – to stick to what they know, and for this reason, the
02/03/2014
According to the latest research from global analytics firm Cerulli Associates, 32% of financial advisors in the U.S. plan to exit the business within the next 10 years.
01/31/2014
Relendex’s first effort to raise a loan of several million proved over-ambitious, and was unsuccessful. While there is no shortage of potential borrowers, the lenders are all types and want all manner of different terms and yields.
01/31/2014
Although social channels have become powerful and cost-effective tools for customer service, management may be in the wrong hands.
01/30/2014
More than 300 staff volunteered their bonus data to Emolument
01/30/2014
The richest of the rich make sure they own properties in London, New York, Tokyo, Singapore and Hong Kong
01/30/2014
Half the world economy is one accident away from a deflation trap.
01/30/2014
"The banks that embrace change and systematically transform themselves to become more customer-centric will achieve a competitive advantage in the marketplace."
01/30/2014
Deciding to “buy China” on the basis that Chinese stocks are good value is irrational given that, without financials, the index would be a lot more expensive.
01/29/2014
In 2014, the MINT countries will surpass the BRICSs in the world race for millionaires
01/29/2014
The battle for the UHNW dollar is intensifying, particularly in Asia.
01/28/2014
The SEC, having feasted upon the flesh of Swiss bankers, stood upright, wiped its blood-stained mouth on the back of its hand, cleared its throat, spat, pulled up its collar against the bitter north wind, and chuckling softly under its breath, slipped uns
01/28/2014
Discussions with HMRC reveal key issues
01/28/2014
Advisers need to understand distinctions between women and men investors
01/27/2014
Good in theory - poor in execution
01/27/2014
So farewell then, forward guidance. We barely knew you. We were never fans of this policy and said as much. Here, for example, is what we wrote in ‘The Spectator’ last October: