Managers of Wealth

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.

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.

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."

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.

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.

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.

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.

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.

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.

Asset managers brace for hefty investment research bill

CFA report estimates median cost of equity research will be 10 basis points of AUM

RBC GAM: blockchain will prevent us being Uberised

Asset manager CEO Damon Williams stresses need to deliver ‘very good value’ for clients

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.

Wealth Manager positions product offering in Asia

Explains the plan and potential they see in the market

Morgan Stanley’s Global Chief Insists World Economy More Stable Than Many Imagine

James Gorman Shares His Views On The Opening Up In China

Alternatives For Investors

The Financial Markets Have Performed Well In 2017 But The Coming Year Has All The Markers For A Volatile Economic Environment

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.

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,

Comment & Analysis