Managers of Wealth

Incremental Improvement vs. Business Transformation

The title reads like a loaded question, but there’s actually nothing wrong with incremental improvement – look no further than the Japanese car industry.

Bankers can help save the Earth

Financial markets serve two crucial purposes: to channel savings towards productive investments, and to enable individuals and businesses to manage risks through diversification and insurance.

Many Swiss investors are questioning the value proposition of hedge funds

There is a well-known transition among investors in hedge funds between high-net-worth individuals and institutional investors

'A Postcard from India' by Craig Botham, Schroders

India eagerly awaits evidence of reform

Most Business Owners Are Missing Significant Personal Wealth Enhancement Opportunities

Wealth enhancement is the process of using advanced planning strategies to mitigate taxes resulting in greater personal wealth creation

The Politics of Business by Justin Urquhart Stewart

I know I am supposed to be writing about this week - but last week I had some great fun in being invited to the British Chambers of Commerce annual conference with over 1,000 people attending.

The Year of the Goat – an auspicious year for the markets ahead? - Euromoney

The last two years of the goat were 1991-1992 and 2003-2004, when markets returned 31.0% and 46.0% respectively, an average of 38.5%. This is second only to the year of the Rooster (1993-1994 and 2005-2006), where returns averaged 50.1%.

Suddenly, expats in the US have little to bank on

European expats working in the US are suddenly finding banks in their home countries are closing their securities accounts because of new laws introduced by Washington to curb overseas tax evasion.

Monday’s ‘last chance’ meeting: How a ‘Grexit’ could impact your wealth

Despite Germany and others appearing to be relaxed about a potential Greek exit from the euro, a ‘Grexit’ could have significant repercussions for investors, warns a leading global investment analyst.

The living relay by Louis Venter, Maitland

Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.

Financial Freedom Fighter by Toby Birch

For many years I was a mainstream investment manager; believing in the omniscient wisdom of central bankers. Once the scales had fallen from my eyes after yet more manipulation I realised that I had to do something about the charade.

Tax evasion is not a victimless crime by George Bull

With the top 10% of income tax payers paying more than 55% of the UK’s income tax, we ask why politicians continue to portray these people as not paying their ‘fair share’.

Coutts: Global Markets Weekly. Europe’s surprising growth

European equities have put in a robust performance so far this year, outperforming US markets by over 10 percentage points at the time of writing.

Wealth Management Is Not Just for the Rich

Yet wealth management shouldn't be considered so exclusive, because all of us, rich and poor alike, need wealth management.

Finance job increases are expected - Geoff Cook

While there has been a slight fall since the previous Business Tendency Survey, the picture remains positive with 98% of respondents being either more than or equally as optimistic as they were three months previously.

Gong Xi Fa Cai by Justin Urquhart Stewart

Happy New for the Year of the Ram

84% of wealth managers surveyed do not think a mansion tax should be introduced

The one thing the parties agree on, is that income and inheritance taxes are likely to be reformed in the next Parliament, in addition to which a levy on high value residential property may be introduced.

HMRC on the warpath against high earners by Mike Down

Some commentators have suggested that HMRC is failing to keep up the pace in “weaponising” its approach to tax evasion and avoidance, but recently published information suggests that a targeted attack is well underway, particularly against hig

Schroders' Craig Botham asks - Is bad news in China good news for commodities?

"China’s slowdown has prompted hopes of stimulus and optimism for commodities but this is misplaced. The nature of the current slowdown and the rebalancing of growth mean we are likely to see less of a lift than in the past.

Wealth M&A in 2015: is Ashcourt/Towry deal a one-off?

Towry's buy of Ashcourt Rowan marks the first big wealth management deal of 2015. Is it a sign of things to come?

Comment & Analysis