Managers of Wealth

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.

Twenty years on, is Nick Leeson really sorry for breaking the bank?

Nick Leeson was the original rogue trader, bringing down Britain's oldest bank, Barings, and going on the run.

Crispin Odey on debt, deflation and downturn predictions

After reaping the benefits of world trade we are about to harvest some of the pain, argues one of the UK’s most experienced hedge fund managers

The Pitfalls of Peer to Peer Lending

One of the unintended yet positive outcomes of the Internet is the development of disintermediation.

Are you now or have you ever been…? Andrew Hubbard, Baker Tilly

The hysteria provoked by the recent HSBC data theft brings to mind some of the excesses of the McCarthy era. Yes, there is a real debate to be had, but in such a febrile atmosphere, individuals, businesses and UK plc could all be caught in the crossfire.

The sea change in private banking: Why HSBC is right about the industry

THE HSBC revelations have been coming thick and fast this past week, and the bank has had to go so far as to apologise for its previous behaviour.

Comment & Analysis