Managers of Wealth

Stonehage Fleming's Ventura: Jersey still attractive for UHNW

The bigger concern for private offices in Jersey is regulation and how the island ‘has been cooperating with the increase in tax transparency across the world

EFG takes stance on MiFID II research costs

EFG International is not the first Swiss-based asset manager to decide to cover the cost of third-party research.

Dubai wealth managers dismiss UAE inclusion in EU tax haven blacklist

Executives say list is not credible and likely to have a negligible effect on the country's banking industry

Playing by the rules

Setting ground rules to deal with conflicts helps families stay together and preserve wealth

St. James’s Place – “Indices benefit from economic momentum”

MSCI World and S&P 500 broke all records to post a 13th consecutive month of positive total returns in November

Art and finance report - Deloitte

A closer look at the growing art and finance industry

Fine art to topple fine wine in 2017 luxury investment league

Rich investors burned in the financial crisis are back in the market for modern masterpieces, according to Knight Frank luxury investment index

Paradise Papers: Are There Any Revelations?

Unlike Panama papers revelations earlier, Paradise papers do not show overt criminality.

GUEST ARTICLE: Hooray for the New Humanitarians!! By Penny Lovell

Funnily enough, there turns out to be quite a lot of overlap between the two celebrations, the Royal one and Sanlam’s.

Assessing the value of financial advice

Our answer to this challenge is, essentially, to concentrate on areas where instances of bad advice are, or are likely to be, much worse than the ASR benchmark results.

How Regional Banks Are Expanding Their Wealth Management Units

To attract clients, meanwhile, regional banks can “piggy-back” on the relationships they’ve built in their communities, according to the newswire.

Forward, comrades, to the past! by Tim Price

November 1977, when troops were called out to replace them, complete with Green Goddess vehicles not wholly fit for purpose given that they hailed from the 1950s.

A $5 Billion Fund Manager Says Fears of China Are Overblown

Alibaba has “an exceptionally scalable business model” and the “monetization potential of customer engagement still have a lot of room to grow,” according to Noeddekaer.

Should the wealthy be worried about pension penury ahead?

UK retirees are in a better position than many, but their situation remains grim

Gen X Saddled with Debt

Generation X’s debt is hurting long-term planning, alternative fund fees dwarf traditional mutual funds and Guggenheim predicts the next recession.

Will The Thousand-Franc Note Become The Cash Of Choice For Crooks?

A Government Proposal That Would See The Swiss CHF1,000 note – Currently The Most Valuable Banknote In The World

Offshore funds and their importance to the global economy

Investment is a truly global activity and it needs to take into account the location of prospective investors

Offshore Banking Guards Against Tyranny

There are often good reasons for placing money in shadowy accounts abroad.

This Is What Could Pop The Bitcoin Bubble

Bitcoin And Bubble Have Become Virtually Synonymous In The Minds Of Many Skeptics During This Year’s Breathtaking Rally

Why this is the era of exotic investment

Cheap borrowing looks to be at and end

Comment & Analysis