Managers of Wealth

Client Confidentiality in the Cloud by Phil Banas

A great deal has been written about the advantages of cloud-based systems, but what about the disadvantages?

The Morality of Tax by Mike Fleming, Straughans Chartered Accountants

Moral judgements about tax have been flying around the media like a virus.

US, China to drive S'pore growth: UBS

He said that the austerity measures currently in place were insufficient as there had to be a "balance between austerity and growth", and that the focus should be on "fiscal discipline", not austerity alone.

Focus on Asia - Extracting wealth and returns from Mongolia

Some onlookers are already dubbing its capital ‘Ulan-Qatar’ in oblique reference to the Middle Eastern nation that enjoyed a stellar rise off the back of a commodities-fuelled boom in the 1990s.

China: The World’s Best Opportunity for Asset Managers?

China: The World’s Best Opportunity for Asset Managers?, is the latest installment of Citi’s emerging market thought leadership program.

Advice for Global Bank CEOs

Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.

A New generation of peers by Justin Urquhart Stewart

The sums as yet may seem small when compared to the leviathan banks that we are all so much more familiar with, but there is a vibrant and growing deposit and lending service which I believe has the opportunity of creating a very exciting and timely alter

Northern Trust Upbeat On Global Economy Despite Troubles

At a press briefing in New York, Katie Nixon, the firm's chief investment officer for personal financial services, spelled out “windows of opportunity” for investors.

BMO Father's Day Study: Forget the Tie-Dad Wants To Be His Own Boss

According to Statistics Canada, 1.7 million Canadian men are self-employed in Canada - accounting for 65 per cent of total - 82 percent of men would like to start their own business - 83 per cent of Canadian men say having access to role models or mentors

Overseas, overtaxed, over here… by Gary Heynes, Baker Tilly

The government is intent on deterring ownership of high value properties, worth over £2 million, via companies (or any other ‘non-natural’ person), by taxing them more

Flight animals by Tim Price, PFP Wealth Management

“Since the disastrous failure of Icelandic bank Landsbanki in 2008, UK savers have been more nervous about holding money with overseas banks.

Philanthropy is not fundraising – it’s a way of life

By engaging in conversations, role playing and other interactive methods, Dr. Myers promises the conference participants will go deeper than they normally do when they discuss development and fundraising.

A crazy foreigner under the French sun

We had also spent lazy afternoons enviously looking at bargain property prices in estate agents’ windows, so we knew that our British pounds would buy a lot more house and land in rural France.

Firing Private Bankers Is Far More Difficult Than Clients Imagine

Structured notes, hedge funds, hedge fund of funds and other high risk investment products lack transparency and liquidity and are hard-to-value assets.

Blame it on Hormones: Men are the Cause of Today's Problems

I've written in the past about how hiring more women can reduce risk. Several studies have shown that women are more profitable investors, money managers and hedge fund managers, and they incur less risk in the process.

JPMorgan targets more British millionaires

A drive to attract more British millionaire clients marks a first phase of plans by JPMorgan (JPM.N) to expand its private banking services across Europe, the Middle East and Africa (EMEA), targeting clients who are rich if not yet in the "ultra rich

Expat Brits found to be happiest in Spain, Canada and Germany

Spain is the top expat destination for a happier life • Canada and Germany come in second and third • New Zealand highlighted as best country for quality of life • Tax-conscious expats enjoy financial happiness in UAE

Europe Needs Some Founding Fathers by Seven Investment Management

It is not controversial to propose that humans have come pretty far in the last 225 years.

Millionaires who don’t feel rich

Bloomberg had earlier reported that the city state had become the third richest country in the world on a per capita basis.

Higher growth in Switzerland

The economy has accelerated substantially in the past two quarters.

Comment & Analysis