Managers of Wealth

Opinion: In defence of offshore jurisdictions post-Paradise Papers

It is hard to understand how most of the offshore jurisdictions do anything different from a tax and transparency perspective than a number of onshore ones.

Chinese Bullish on Dog Year

PwC’s 2017 APEC CEO Survey China report revealed that 39 percent of the executives in China are optimistic about their company’s prospects for revenue growth in the next 12 months.

St. James’s Place – “Hammond’s Budget brings bad news”

Philip Hammond delivered a low-key Budget that targeted housebuilding but let pensions be

Dodging taxes isn't the only reason the rich stash cash offshore

Right now they can just pay fines

Advisors, B/Ds Too Distracted to Invest in the Future

Like investors, advisory firms are taking a short-term view when it comes to deploying technology, according to a new Pershing study.

Wealth Management - retro-fitting for success

As Bill Gates put it… ‘Banking is necessary, banks are not’

Social problems have the unfortunate tendency to grow at a geometric ratio with the growth of an organism of which they are a part, while the ability of man to grow with them, if it can be extended at all, grows only at an arithmetic ratio.

Royal Romance: Some taxing reasons Prince Harry may have popped the question

This option is not available to unmarried couples, as movement of assets between couples is a disposal for capital gains purposes and would negate the benefits of this exercise.

Top operational challenges hindering today’s wealth managers

Dynamic client statements and portal experiences are critical to attracting and retaining clients.

Why More Philanthropists Are Giving Before They Die

The trend is a departure from the traditional model of donation—and could affect how large sums of money are put to use.

UK budget hits unlikely to worry Chinese investors

The new rules could come into force from April 2019

Provident Financial’s executive chairman dies

She had previously served as non-executive chairman, and had been a member of the board at Provident since 2007.

Credit Suisse Nixes Activist Talks

Earlier this month, Credit Suisse boss Tidjane Thiam was sanguine about the threat in his first outing in front of media since the offensive, as finews.asia reported

Daniel Wuersch: Swiss Banks Can Take Heart from Acquittal

If Switzerland had grabbed the bull by the horns, the outcome might have been different.

British Philanthropists Give £1.8bn In Charity

Wealthy Individuals In Britain Gave More Than £1.8 Billion To Charity In 2016, Marking A Major Boom In British Philanthropy

Wealth Interview - Eric Barnett

He says: "I hope the business can be a platform for future growth; with organic growth or with further external growth opportunities. If there was another option to acquire a business then I don't think we would rule that out.

Men are from Mars, women have particular investing needs

The differences? Women prefer to invest in causes and concerns that matter to them.

Five Things You Should Know About The Budget - Coutts

The limit on ISAs remains unchanged at £20,000 a year but using your annual allowance should still form an important part of your investment strategy – whether online or through your private banker.

The Sacrifice of Financial Privacy

A domestic bank may be obliged to deduct tax from interest payments and account for them to the local tax administration

If you want to know the truth about the offshore world, listen to Anthony Travers

Mr Travers OBE, is the lawyer who is regarded as the world’s most knowledgeable practitioner in this incredibly complex field.

Comment & Analysis