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."
Comment & Analysis
11/22/2017
Black money crackdown: Linking offshore structures to tax evasion is case of mistaken identity
The media tendency in such situations is to sensationalise news, painting all and sundry with the same brush—tax dodgers and money launderers are all treated on a par with businesses who have legitimate structures.
11/22/2017
Affluent Millennials, Home Tech and Chilling Lessons from Wealth Management Industry
J.D. Power survey suggests wealth-management firms are ignoring 'emerging affluent Millennials', causing the generation to move to online investment vehicles. Custom home-technology pros be warned.
11/21/2017
Solving the Irish question by Tim Price
That such a Holy Grail is seemingly elusive might be a problem of framing bias: perhaps the answer is not to try and beat the market every year, because no such investment strategy exists.
11/21/2017
St. James’s Place – “UK government show signs of Brexit compromise ahead of Budget”
Politicking over Brexit and the Budget gained pace, German coalition talks failed – and US stocks retained their historic calm.
11/20/2017
A convenient but dangerous nonsense by Dr Andy Sloan
It’s another truth that is inconvenient and been conveniently forgotten during all the populist rhetoric of recent days and, unchecked, will lead the UK down a road of economic self-harm.
11/20/2017
GUEST ARTICLE: In the name of love – why charity isn’t only for the superstar philanthropists by Penny Lovell
However, in recent years the cynicism associated with the term seems to have given way to something with much more positive connotations.
11/20/2017
Asset managers brace for hefty investment research bill
CFA report estimates median cost of equity research will be 10 basis points of AUM
11/20/2017
RBC GAM: blockchain will prevent us being Uberised
Asset manager CEO Damon Williams stresses need to deliver ‘very good value’ for clients
11/20/2017
On the right side of Indonesia’s transforming wealth market
Fifteen years ago, when banks like Citi were looking at various metrics for this business, productivity per banker was around 120 transactions per day.
11/20/2017
Wealth Manager positions product offering in Asia
Explains the plan and potential they see in the market
11/20/2017
Morgan Stanley’s Global Chief Insists World Economy More Stable Than Many Imagine
James Gorman Shares His Views On The Opening Up In China
11/20/2017
Alternatives For Investors
The Financial Markets Have Performed Well In 2017 But The Coming Year Has All The Markers For A Volatile Economic Environment
11/20/2017
Funds masterclass to explore ‘second age of discovery’
This uncertainty means the UK will undoubtedly be looking further afield for future investment opportunities and will have to reassess its place in the world as a non-EU jurisdiction.
11/20/2017
Netwealth, Hub24 growth a sign wealth management incumbents are struggling
The year to June 2018 is shaping up as another year of net outflows from the investment management division,
11/19/2017
Everybody is outraged about offshore investment funds – because nobody understands what they are or what they do
The offshore investment fund does not change the tax position.
11/19/2017
OPINION: Keeping Millennials, Generations X and Y, and Baby Boomers happy
There is a strong need for effective balance and convergence of their physical infrastructure with digital enablers such as the cloud, so as to retain a foothold legacy customers while accelerating their digital transformation strategies.
11/19/2017
Who decided that keeping money in ‘paradise’ is a crime? We should all thank havens
Offshore tax accounts are, on balance, a very good thing. Here’s why
11/19/2017
Bankers Continue to Sound the Bitcoin Alarm
A JP Morgan spokeswoman responded,”There is nothing more important to us than the safety and soundness of the global monetary system.”
11/17/2017
deVere CEO demands ‘firm action’ from Sec. Mnuchin on fatally-flawed FATCA
The requirement for all banks around the world to provide detailed information to the IRS about American account holders outside the United States has resulted in banks refusing service to them.