Managers of Wealth

Harnessing the power of income-producing assets by Talib Sheikh, JPMorgan

Thanks to super-low interest rates, the income produced from bank deposits has taken a tumble.

America’s crackdown on tax avoidance: will it work?

Amid mounting pressure last year, the US launched a supposed crackdown on tax inversion

Is this the start of a shake-up in the protected world of private banking?

Fintech: Nutmeg changes the game in wealth management

Weekly Close Up - Close Brothers

Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.

Coutts: Desperate search for decent returns

We believe equities will continue to benefit form ultra-low interest rates, which we don’t see going up in any hurry as we have often noted.

Offshore stock exchanges – why and how?

Joe Truelove, Head of Fund Services at Carey Group explores the uses of offshore stock exchanges, such as the Channel Islands Securities Exchange…

How to retire like a millionaire

Buying a decent annuity for your retirement usually means having a very hefty pension pot to draw upon. Another, often cheaper, solution is to remain invested

The First Shaft's of Light in a Banking Dawn by justin urquhart stewart

As we come to the end of the bank reporting season it is interesting to put their results into better context.

What Advisors Need to Know About the New Age of Marketing

Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website

Tax avoidance – does everybody do it? by Andrew Hubbard

The distinction between tax avoidance and evasion used to be clearer, but the shifting sands of public and judicial opinion are such that nobody any more can say with any certainty where the limits of acceptable tax planning now lie.

A spotlight on Credit Suisse UK private banking boss

Credit Suisse Private Banking's head of UK domestic clients Ian Dembinski expects the wealth management sector to increasingly polarise between large and smaller players, with those in the middle ground left in the weakest position

Geopolitics most dangerous since WWII, Lord Rothschild warns investors

He also described stock market valuations at near an all-time high with equities benefiting from quantitative easing.

SocGen warns investors a global slowdown could be imminent

“Misguided” investors are ignoring the warning signs of an impending global slowdown, Société Générale has warned

Why is the Swiss franc losing its 'safe haven' lustre?

The Swiss currency has only been devalued once since 1850, but it's finding itself adrift in a world awash with debt

Seven Ways Geo-economics is Changing the Global Economy

The world is witnessing a rise in geo-economics, where the main global battlefield is economic rather than military

Will Bitcoin Ever Be Minted by the Bank of England?

According to the discussion paper, although the digital currency remains volatile, the blockchain technology is promising

Why middle-aged men in banking are experiencing accelerated obsolescence and what to do about it

The aftermath required radical restructurings of balance sheets and org charts.

How Lombard Odier’s Steady Approach Is Paying Off

Lombard Odier's conservative investment strategy has proven to be popular with Asia's ultra affluent, who are increasingly looking to protect and preserve their wealth

Banks and accountants in the firing line by George Bull, Baker Tilly

Faced with the furore over the alleged involvement by HSBC in alleged tax evasion, politicians have been falling over themselves to propose a clampdown.

The Ticking Bond Bomb by Justin Urquhart Stewart

For those willing to believe Signor Draghi with his statement of "doing whatever it takes" to support and save the Euro, bonds proved to be a well-judged investment. Throughout 2014, yields continued to fall.

Comment & Analysis