03/10/2015
Is this the start of a shake-up in the protected world of private banking?
Fintech: Nutmeg changes the game in wealth management
03/10/2015
Weekly Close Up - Close Brothers
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/09/2015
We believe equities will continue to benefit form ultra-low interest rates, which we don’t see going up in any hurry as we have often noted.
03/09/2015
Joe Truelove, Head of Fund Services at Carey Group explores the uses of offshore stock exchanges, such as the Channel Islands Securities Exchange…
03/08/2015
How to retire like a millionaire
Buying a decent annuity for your retirement usually means having a very hefty pension pot to draw upon. Another, often cheaper, solution is to remain invested
03/08/2015
As we come to the end of the bank reporting season it is interesting to put their results into better context.
03/05/2015
What Advisors Need to Know About the New Age of Marketing
Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website
03/05/2015
Tax avoidance – does everybody do it? by Andrew Hubbard
The distinction between tax avoidance and evasion used to be clearer, but the shifting sands of public and judicial opinion are such that nobody any more can say with any certainty where the limits of acceptable tax planning now lie.
03/05/2015
A spotlight on Credit Suisse UK private banking boss
Credit Suisse Private Banking's head of UK domestic clients Ian Dembinski expects the wealth management sector to increasingly polarise between large and smaller players, with those in the middle ground left in the weakest position
03/05/2015
He also described stock market valuations at near an all-time high with equities benefiting from quantitative easing.
03/04/2015
SocGen warns investors a global slowdown could be imminent
“Misguided” investors are ignoring the warning signs of an impending global slowdown, Société Générale has warned
03/02/2015
The Swiss currency has only been devalued once since 1850, but it's finding itself adrift in a world awash with debt
03/02/2015
The world is witnessing a rise in geo-economics, where the main global battlefield is economic rather than military
02/27/2015
According to the discussion paper, although the digital currency remains volatile, the blockchain technology is promising
02/25/2015
The aftermath required radical restructurings of balance sheets and org charts.
02/25/2015
Lombard Odier's conservative investment strategy has proven to be popular with Asia's ultra affluent, who are increasingly looking to protect and preserve their wealth
02/25/2015
Faced with the furore over the alleged involvement by HSBC in alleged tax evasion, politicians have been falling over themselves to propose a clampdown.
02/23/2015
The Ticking Bond Bomb by Justin Urquhart Stewart
For those willing to believe Signor Draghi with his statement of "doing whatever it takes" to support and save the Euro, bonds proved to be a well-judged investment. Throughout 2014, yields continued to fall.
02/22/2015
Twenty years on, is Nick Leeson really sorry for breaking the bank?
Nick Leeson was the original rogue trader, bringing down Britain's oldest bank, Barings, and going on the run.
02/22/2015
After reaping the benefits of world trade we are about to harvest some of the pain, argues one of the UK’s most experienced hedge fund managers