11/28/2017
St. James’s Place – “Hammond’s Budget brings bad news”
Philip Hammond delivered a low-key Budget that targeted housebuilding but let pensions be
Comment & Analysis
11/28/2017
Dodging taxes isn't the only reason the rich stash cash offshore
Right now they can just pay fines
11/28/2017
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.
11/27/2017
Wealth Management - retro-fitting for success
As Bill Gates put it… ‘Banking is necessary, banks are not’
11/27/2017
When size sucks by Tom Price
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.
11/27/2017
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.
11/26/2017
Top operational challenges hindering today’s wealth managers
Dynamic client statements and portal experiences are critical to attracting and retaining clients.
11/26/2017
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.
11/24/2017
UK budget hits unlikely to worry Chinese investors
The new rules could come into force from April 2019
11/24/2017
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.
11/24/2017
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
11/24/2017
Daniel Wuersch: Swiss Banks Can Take Heart from Acquittal
If Switzerland had grabbed the bull by the horns, the outcome might have been different.
11/24/2017
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
11/24/2017
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.
11/23/2017
Men are from Mars, women have particular investing needs
The differences? Women prefer to invest in causes and concerns that matter to them.
11/23/2017
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.
11/23/2017
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
11/23/2017
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.
11/23/2017
He’s Back! Jamie Dimon’s JP Morgan Chase Ponders Bitcoin Futures Move
The bank would effectively be creating a market within CME’s marketplace, a go-between cryptocurrency futures and its customers.
11/22/2017
Guernsey Finance to update local industry on future plans
Guernsey Finance Chief Executive Dominic Wheatley said: “Miles’ acceptance of our invitation reflects the island’s blossoming relationship with TheCityUK."