Managers of Wealth

Using Tax Havens Secretly Is Bad for Shareholders - INSEAD

Tax havens are used for more than just saving money. When companies take advantage of their lack of transparency for more sinister activities, shareholders can lose out.

Veritas’ Rosenfelder on life after restructure

Veritas Asset Management’s co-founder Anthony Rosenfelder says assets under management have more than trebled while staff headcount has more than doubled since he was a Wealth Manager cover star in May 2009.

Why Augmentation NOT Automation will Triumph as Robo-Advisors Evelove

In 1997, an IBM computer named Deep Blue took on chess grandmaster Garry Kasparov and won. It was hailed as a major victory in the machine vs. man battle for supremacy.

Wealth management 2.0: the rise of the human iPhone

Giulia Cambieri plugs into San Francisco's thriving tech community and downloads the latest on ultramodern wealth management

Last chance? - St. James's Place Market Bulletin

Once again, all eyes were on Greece as the “game of chicken” between the country and its creditors continued to be played out. Those were the words of Donald Tusk, president of the European Council, after a meeting of eurozone finance minister

Can a wealth manager can help grow your money?

Investors having long-term financial goals - such as saving for children's education, buying a home or building a retirement kitty - have to build the investment corpus that gives high inflation-adjusted returns.

Bitcoin Could Change The Derivatives Market, Says UBS Banker

Bitcoin could change derivatives, in particular settlement, trading and securities issuance according to some individuals, among whom are bankers and technologists.

Through A Glass Darkly - The future of the Bull Market by Justin Urquhart Stewart

The phrase "Through A Glass Darkly" is often used to imply the lack of definition in seeing any specific object, thought or concept, either now or in the future.

The only thing we have to fear.. by Tim Price

“You might think it would have been impossible for an investor to lose money during a century marked by such an extraordinary gain. But some investors did. The hapless ones bought stocks only when they felt comfort in doing so and then proceeded to

Coutts Mid-Year Investment Outlook 2015

Coutts is today launching its Mid-Year Investment Outlook, highlighting Coutts' view of the key investment themes that are emerging as we enter the second half of 2015.

Do wealth managers have a tight enough grip on costs?

Running a wealth business today clearly is not cheap – but have firms got a suitable grip on cost?

Goldman Sachs Interns No Longer Allowed To Work Past Midnight

Investment banking firm Goldman Sachs has rolled out a new policy disallowing its summer interns from working past midnight

Opportunities in an Improving Global Economy - Wells Fargo Investment Institute

The report offers a guide to help investors take full advantage of opportunities and position themselves for the potential of higher stock market returns for the rest of the year.

Financial sector must promote inclusive growth - OECD

The OECD’s latest work on Finance and Inclusive Growth analyses 50 years of data to demonstrate the variable effects that further expansion of different types of finance can have on both economic activity and inequality.

A matter of principle by Penny Lovell, Close Brothers

Weekly Close Up

Could European Court rulings be good news for the UK taxpayer? by Joan Foster, Baker Tilly

Personal tax rules in both Spain and Germany have recently come under scrutiny by the European Union, potentially spelling good news for people looking for investment opportunities in Europe.

UBS Chief: Lessons Learned, But You Can’t Foolproof the System

Bankers, he added, are first in line to want to restore their, and their firm’s reputation. So when people claim banks haven’t learned lessons of scandal “it’s totally unfair.

4 Lessons From Warren Buffett On Business And Philanthropy

When Warren Buffett speaks, everyone listens—even a room full of fellow billionaires.

2015 Mid-year Asia Investment Outlook - Blackrock

BlackRock investment professionals today set out their investment outlook for the second half of 2015 across equities and credit in Asia.

Three Strategic Components Often Needed To Build A Remarkable High-Net-Worth Professional Practice

High-net-worth practices are regularly extremely profitable for professionals

Comment & Analysis