01/08/2018
Want To Minimize Your Taxes, Consider Hiring An Elite Wealth Planner
Using intricate legal strategies and financial instruments to eliminate all taxes on their investment portfolios.
Comment & Analysis
01/08/2018
For Many Of The Global Super-Rich The U.S. Is The Number One Tax Haven
In 2010 the United States passed the Foreign Account Tax Compliance Act
01/08/2018
A slow death by Tim Price
Not every investor, of course, is content with “merely” the market return.
01/08/2018
Third Annual Advisor Authority Study Profiles Generation X Investors - A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice
The Special Report Identifies Gen Xers' Unique Needs to Drive Client Satisfaction and Advisor Success
01/08/2018
UBS CEO Says China Still Key Piece
UBS Chief Executive Sergio Ermotti said the bank will persevere with its strategy in China and may yet complete the increase of its headcount ahead of schedule
01/07/2018
Formula E racing charged by deal with Swiss industrial giant ABB
The electric car-racing series will unveil the Swiss-based industrial group as its title sponsor this week, Sky News can reveal.
01/05/2018
How The Top 10 Philanthropists Of 2017 Are Reshaping Giving
As tech moguls start to dominate the list of largest givers, the forms of the gifts are shifting.
01/05/2018
Investors will need 'risk assets' to beat inflation in 2018
An acronym is currently being popularised that describes how many investors see markets unfolding in 2018
01/05/2018
Top 5 Trends in Wealth Management for 2018
The increased demand and volatility requires trading platforms to connect and trade the currency and the future.
01/04/2018
The Wealth Management Brain Drain. What’s Your Strategy for 2018?
Between “brain drain” and the tendency of younger wealth managers to jump from shop to shop, it’s clear our industry is facing some formidable human capital challenges.
01/04/2018
Manchester City world's most financially powerful football club
The Soccerex Football Finance notes that the Abu Dhabi-owned club is one of the most famous cases of foreign investment changing a club's status
01/04/2018
Corporate governance considerations for fund managers by SGG
Corporate governance is certainly topical at the moment, and will remain an area of focus for regulators and investors alike.
01/04/2018
How BRI attracted bigger ticket clients
‘Our client base has increased significantly particularly in the high net worth space, so the average size portfolio we are now dealing with is in excess of £500,000.'
01/04/2018
Brexit to benefit Britain says Hambro chairman
The chairman of a £2.5bn wealth manager believes Britain will benefit from abandoning the European Union and it has a stronger hand in Brexit negotiations than many realise
01/03/2018
Sanlam tipsters...by Penny Lovell
This is supposed to be a celebratory time but, inevitably, many of us will feel a sneaky melancholy at the sense of time passing and a yearning to re-make our lives for the better over the next twelve months. New Year, New Me sounds fabulous, but what&am
01/02/2018
Green investors and bailout lawyer handed New Year’s honours
Former executives at the UK's Green Investment Bank and founder of Jupiter Ecology Fund named in annual roll-call
01/01/2018
3 Asset Management Marketing Trends to Watch in 2018
One unmistakable conclusion to be drawn from the report is that, each year—each quarter, really—will be increasingly critical to the long-term prospects at major asset management firms.
12/31/2017
‘70% increase’ in demand for European, Caribbean nationalities
The increase in demand is also attributed to the latest amendments in the citizenship legislation of countries
12/30/2017
2018 Sneak Peek: What to Expect of Impact Investing
So what’s in store for 2018? Penta asked executives at four leading institutions for their thoughts:
12/30/2017
ECB: bitcoin threatens Europe’s financial stability
In an interview with the German newspaper Boersen Zeitung, Mersch warned the entirely speculative nature of bitcoin’s value was a ‘cause for concern.’