Managers of Wealth

CISEA - Quarter One Update 2014 Issuers Update

This information update contains important information that directors of issuers listed on the Official List of the Channel Islands Securities Exchange Authority Limited should be aware of.

Demographics Provoke Wealth Firms to Undertake Wholesale Transformation

Sometimes change just explodes all around us, like in Venezuela and the Ukraine.

Don't be April Fooled by Justin Urquhart Stewart

The UK consumer is a powerful part of the UK economy.

Property Taxes – Over extended? by Baker Tilly

Last week’s Budget introduced three phased changes for properties bought by a company or an arrangement that includes a company.

21st Century solution to wealth management

The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually

Making competition king – the rise of behavioural economics at the FCA by Martin Wheatley

Speech by Martin Wheatley, Chief Executive, the FCA, at the Australian Securities and Investments Commission (ASIC). This is the text of the speech as drafted, which may differ from the delivered version.

Anthony Hilton: Avoidance and the risk to private banks

The hints from the Chancellor’s aides were that this could bring in as much as £8 billion

Lighthouse reveals future plans amid mixed results

What we have got, we like, and it operates very effectively, even though we focus on growth in other parts of the business

Goldman Fund Manager Bets Korea, Malaysia Yield to Rise on China

Goldman Sachs Asset Management is betting that bond yields will rise in South Korea and Malaysia as increased volatility in China pushes up risk premiums and U.S. economic strengthening buoys rates globally.

Partying like it was 1999 by Justin Urquhart Stewart

Well not really - but more like 1998 possibly? The bellowing eagerness of an enthusiastic bull market of 1999 was something to behold, when dot com concepts and barely born businesses were given ridiculous valuations.

DBS wealth management business greatly enhanced

Its nearest rival, the Bank of Singapore, had AUM of US$46bil last year

"Buy to the sound of cannons, sell to the sound of trumpets," Lord Nathan Rothschild said in 1810

Russian funds back in the game

2014 UK Budget - RBC Wealth Management comments on the impact on the Channel Islands

Richard Brook, Head of Tax, RBC Wealth Management reacts to key announcements in the 2014 UK Budget:

Sorry Dubai, sorry Beirut: real estate investors prefer to look West

Continued political turmoil across the Middle East has caused local investors to almost double their investment in Western real estate

Budget 2014 – Baker Tilly gives its reaction

‘For the individual taxpayer, this was a Budget aimed at pensioners and savers, who are often part of the same group.

Rise in popularity of investment trusts 'undeniable', platforms and advisers can't ignore it: JP Morgan

Crinage added that those advisers who do not give full consideration to investment trusts as an alternative to open-ended funds may be doing their clients a disservice.

Wealth Management Of The Body Snatchers

On my desk is a 76-page investment proposal from the wealth management department of a world-famous financial services firm.

Fund Structures for Family Offices by Joe Truelove, Carey Group

Here are his thoughts on why family offices may be turning to fund like structures.

The US Virgin Islands' Business Lure

The U.S. Virgin Islands is attempting to lure small businesses with substantial corporate tax breaks, in a bid to create jobs and diversify the tiny territory’s $4.2 billion economy.

The greediest suckers are invariably western bankers

Patrick L Young is expert in global financial markets working in multiple disciplines, ranging from trading independently to running exchanges.

Comment & Analysis