Managers of Wealth

Swiss bank accounts aren't as great as they used to be

It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.

Millennials Favor Ethical Investments Over High Returns

At their sold-out event in London at the end of July, Jennifer Wu, Global Head of Sustainable Investing at JP Morgan, agreed with this sentiment and said that “we are less powerful if that is the only way we do impact investing.

One in four wealth managers feared unready for SMCR

Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.

10 Strategies to Protect Ultra-High Net worth Family Wealth

Although it would take exceptional levels of irresponsibility, or a major financial catastrophe to develop financial issues, such as foreclosure or bankruptcy with this sort of wealth, it’s not something that’s unheard of.

Enhancing Jersey’s Philanthropic Wealth Structures

This act is important for many wealthy families who look to structure that “giving” to causes with which they identify.

$500 Billion in Dividends out of the Double Irish with a Dutch twist (with a bit of Help from Bermuda)

The offshore profits of a lot of U.S. companies were, so to speak, summering in Ireland and wintering in Bermuda.*

US – China trade: the view from Nikko AM

Equity dividend yields should also start protecting the downside more now, as risk free rates keep falling.

These Nine Individuals Are Transforming 21st-Century Philanthropy

“He had a revolutionary vision of giving away his fortune, not as charity, but through investments in people that have the potential to achieve lasting change," said Vartan Gregorian, president of Carnegie Corporation of New York and chairman o

A Wealth Management Retrospective: 50 Years Of Evolution And Disruption

As the financial services marketplace broadened and evolved, wealth managers began to focus on risk management in a more meaningful way.

The food revolution - UBS

Trends disrupting the food industry

PB alts head points towards gold and alternatives

He said: ‘We must pray that the $14 trillion of negative rate bonds will not return to positive territory."

Jeffrey Epstein: Questions raised over disgraced financier's death

"What a lot of us want to know is, what did he know?" Mr de Blasio, who is also running for the Democratic presidential nomination, told reporters in Iowa.

As Hong Kong lenders trim staff, prospects tighten for some expat bankers unless they change roles, take a pay cut

Deutsche Bank said in July that it plans to slash 18,000 jobs worldwide and close its equity sales and trading business globally, while HSBC said Monday, August 5, that it would lay off less than 2 per cent of its workforce.

Why Guernsey bridges the gap

It’s clear that for some the passport will likely be a good choice, but for the significant majority of new managers private placement will still likely be cheaper and simpler.

Giving philanthropy centre stage

There are many reasons why people decide to engage in philanthropic endeavours

How To Make Sure Your Family Business Survives The Transition Between Generations

Estera recently gathered a round table of wealth advisers to discuss the implications and how they work with clients to ensure a smooth business succession.

Why we can expect more Swiss Leaks-style prosecutions in the UK

The Criminal Finances Act 2017 creates different offences, depending on whether the evasion was of UK taxes or of the tax regime of other jurisdictions.

Endangered species? Why we desperately need more financial advisers

When we delved deeper, the students told us what was holding them back from working towards a career in financial advice.

When Women Bring Home a Bigger Slice of the Bacon

The growing clout of women as drivers of the U.S. economy will radically alter the business and investing landscape in years to come

"We will continue to innovate to maintain our technological lead" – interview with Alexandre Zeller, Lombard Odier Partner

Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!

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