07/06/2016
Despite last week’s result, the UK is only 75 per cent certain to leave the EU according to Hamish Douglass, of Magellan and fund manager of the St. James’s Place International Equity fund.
07/06/2016
The Beijing-based lender, ubiquitous in small-town China, disclosed 953-billion yuan of interbank investments in special purpose vehicles in a prelisting document filed to Hong Kong’s stock exchange on Monday.
07/05/2016
As anticipated, the predicted windfall didn’t materialize, with total issuance actually dropping compared with last year.
07/05/2016
Patience can be an important thing if you want to be wealthy.
07/05/2016
In the year to date it is up more than 40 per cent, outpacing gold, another safe haven asset.
07/05/2016
In this aspect of wealth management, BCG concludes that the traditional approaches to segmentation, which are based mainly on wealth levels and cost-to-serve models, have passed their expiry date.
07/05/2016
And digital channels are making a bigger contribution to these efforts.
07/05/2016
Planned gifts make use of legal and tax strategies and/or financial products requiring donors to turn to professionals for assistance.
07/05/2016
But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations.
07/04/2016
The low tax rates encourage business formation and naturally appeals to retirees.
07/04/2016
Brexit threatens UK’s position as world’s second-largest fund management centre
07/04/2016
A handy infographic reveals some of the biggest culture shocks and how to avoid looking out of place when abroad.
07/04/2016
In Capgemini’s latest ‘World Wealth Report'
07/04/2016
Soumya Rajan, MD & CEO, Waterfield Advisors, an India-focused boutique multi-family office, shares her views on how family offices are making a difference to the way UHNIs manage their wealth.
07/03/2016
Thinking, fast and slow is a fantastic book by Daniel Kahneman, who has been described as one of the fathers of behavioural finance. Kahneman believes that humans think in two ways.
07/03/2016
“In a stark warning to politicians, [Bank of England] governor Mark Carney said a downturn was on its way and Britain was already suffering from “economic post-traumatic stress disorder”.
07/01/2016
Battle Of The Money Managers...
OM Asset Management is more of an affiliate structure; it acquires equity stakes, leverages global distribution, and assists with ownership transitioning.
07/01/2016
Understanding the Five Categories of Wealth
You are an accounting professional in the United States.
07/01/2016
These cannot be accorded the seniority enjoyed by official claims extended for public policy purposes.
06/30/2016
Do Taxes Really Cause the Rich to Move?
A new study finds that the wealthiest Americans are less mobile than lower income workers, but those who do relocate are looking for a tax cut.