06/17/2018
Offshore financial centres (OFCs) are alleged to be hotbeds of tax evasion. Their role in facilitating individual and corporate tax planning, which is entirely legal but politically controversial, has also come under the spotlight.
06/17/2018
Rolls-Royce announced plans last week to cut 4,600 jobs — confirming a Sunday Times story — to free resources to invest in new technologies such as electric propulsion for planes, ships and trains.
06/15/2018
As the Digital Landscape Evolves, Institutions Must Leverage the Full Spectrum of Available Data to Create Personalized Client Experiences, Deepen Loyalty, and Create New Value, Says Report by The Boston Consulting Group
06/15/2018
A huge inflow during April has been followed by a period of extreme volatility
06/15/2018
Engaging clients with broader relevance, proactive skills, and a modern hassle-free user experience have replaced beating the index
06/15/2018
Executive director of Pengana Capital Group, Adam Myers, agreed, adding that the trend is consistent with increasing awareness.
06/15/2018
As a result, they can be suspicious and slow to trust even ethical financial advisors who specialize in meeting their needs.
06/14/2018
Meanwhile, 28% of men value the power and influence that wealth brings
06/14/2018
Investors find their nerves tested by political volatility in the UK
06/14/2018
The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.
06/13/2018
Data is king
06/13/2018
Just 50% of firms have active customer retention measures in place, accroding to KPMG.
06/13/2018
As the threat of an increase to UK Base Rate and with it expat buy to let mortgage rates recedes, Offshoreonline reports several lenders have begun to cut expat mortgage rates and reduce bank administration fees.
06/13/2018
An extraordinary 72 per cent of younger women said they were primary financial planning decision-makers in the household
06/13/2018
This article endeavours to provide a snapshot of five key trends in the realm of succession planning in India
06/13/2018
Many wealth managers present in Asia continued to increase their focus in this region in 2017.
06/13/2018
Survey reveals generational differences among wealthy Canadians on philanthropy, legacy and social responsibility
06/12/2018
Janus Henderson has only two analysts dedicated to China and A-shares within its Asia ex-Japan team, for example.
06/12/2018
Many businesses reject the solid evidence that shows that not only is whistleblowing something every business should have, but also the evidence that whistleblowing will make their businesses better
06/12/2018
For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.