Managers of Wealth

Charities Briefing - Saffery Champness

Failure to prevent the facilitation of tax evasion

Do Collectible Cars Withstand Wealth Concentration Conditions And Requirements?

Since 2003, every 2 years we have reviewed the strength of wealth concentration in fancy color diamonds. Many assets have wealth concentration, and in each analysis, we compared fancy color diamonds’ wealth concentration against theirs.

Wealth in Great Britain: "automatic enrolment...the next hurdle is still to come" - Sanlam

What we don’t know is how the distribution of wealth will change with this new dynamic, as the demands of the next generation change.

‘Accidental Americans’ putting Asia’s wealth transfer at risk

Accidental Americans face ruin if their estates are not properly structured, a lawyer has warned.

Artificial intelligence is not that intelligent at this stage

The global asset management company thinks the start of the fourth wave of artificial intelligence is presenting opportunities to gain exposure to new areas of disruption like the technological revolution in transportation.

Is wealth planning the answer for private banks in Asia?

Private banks are in the relationship business and often those connections last years, decades.

A change is gonna come; how a dropped plastic water bottle got me thinking about ethical investing and millennials by Penny Lovell

This is an issue that reared its head again recently when the Government launched its 25-year environmental vision – a move that pledged to cut plastic consumption, create a new environmental watchdog and boost wildlife habitats to name a few.

Julius Baer Turns Punctual

Even if favorable financial markets and a pick-up in client activity will have buoyed the bank's results, huge expectations now rest on Hodler's shoulders

Cryptocurrency – Only Part of a Monetary Revolution by Gary Dugan

To my mind cryptocurrency is the world’s attempt to deal with three issues.

How Trusts And Estates Lawyers Can Tremendously Profit By Maximizing Client Relationships

Based on a survey of 359 trusts and estates lawyers, we were able to statistically divide them into two segments.

Advice firm attacks ‘broken’ 100-year-old wealth fee model

The report, titled Fixing the broken model, questions why someone with more substantial wealth has to pay more cash for the level of service received.

HSBC Chief Executive Breaks Bread With Trump

This week in Davos though Tucker was the only banker invited to dine with U.S. President Donald Trump.

2018 Banking Industry Outlook - Deloitte

Six themes driving banking industry trends

UBS Seeks to Keep as Much as Possible in U.K. Amid Brexit

Orcel says investment bank may need to adjust its model

Technology takes the lead in 2018 - Deloitte

The Deloitte Center for Financial Services has once again published our series of outlooks for the coming year in financial services.

Barclays CEO Staley Says Annual Revenue Will Have Barely Moved

Staley also signaled that he expects revenue at Barclays’s investment bank to pick up in 2018 as interest rates rise in the U.S. and the economy in the European Union strengthens.

Flexibility Is Key To Dynasty Trust Survival

Diana Zeydel offers some advice on the "care and feeding" of dynasty trusts at Heckerling 2018.

UK 'club' closes after sex harassment claims rock fundraising dinner for men only

The dinner, which took place Jan. 18 at the swanky Dorchester, a London hotel, featured about 100 female hostesses who were required to wear short skirts and high heels.

2018 Outlook For US Wealth Management: 'The Year Of The Client'

Wealth management should absolutely be built around client needs," the report said.

Birmingham billionaires increase by three - see who on the Rich List

This year’s Birmingham Post Rich List shows there are a record eight billionaires who either work in the city, or who have family ties here – up from five last year.

Comment & Analysis