Managers of Wealth

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

The Skandia Scandal: Whose Fault? by Henrich Greve, INSEAD Professor of Entrepreneurship

Reputations are valuable and easily tarnished even by association: a little care and attention can help.

Whisky Galore? by Jim Burberry, Baker Tilly

The traditional ‘booze cruises’ to France may be in jeopardy if Scotland votes ‘yes’ this week. We look at why new Scottish tax laws could see drinkers heading north of the border for their cheap tipple…

Baker Tilly responds to OECD global tax crackdown proposals

Responding to the proposals, George Bull, Baker Tilly’s Senior Tax Partner, said: ‘These measures represent a positive step towards eradicating harmful tax practices on a worldwide scale.

The End of Ages? - Both Iron and Complacency by Justin Urquhart Stewart

Are we going to see the end of the age of complacency at last?

Investment strategies of wealthy families

Their mandates typically tend to be inflation plus three of inflation plus five percent.

Collateral Management: A Primer by Zak Hutton, SS&C

Collateral management has become a hot-button topic in the investment management industry of late, but what exactly is collateral management and why the sudden focus on it?

A Progressive Estate Tax

In the year 2014, the U.S. has by far the most unequal distribution of wealth and income of any major country on earth.

Comment & Analysis