10/07/2014
Asset managers set to bounce back
Analysts at Numis Securities have tipped listed asset managers to bounce back following significant share price falls over the summer.
Comment & Analysis
10/06/2014
For the super-rich, it’s like coming back home
The wealthy scale up on real estate exposures in their asset allocations
10/05/2014
California Dreaming & UHS1
So here we are, still faced with a huge deficit, and although it has come down over the past few years, it is now showing signs of flat-lining and even rising slightly.
10/05/2014
Kokkie Kooyman: How to avoid investment mistakes. Brilliant insights on Charlie Munger
South African asset manager Kokkie Kooyman is one of the world’s best financial fund managers. He has won awards for his investment prowess. In this article, Kokkie shares his insights on how to generate above-average returns. He has made a study of
10/05/2014
Osborne’s pension changes - not quite the tax-free bonanza we’d hoped…
Following George Osborne's announcement that he will scrap the 55% tax rate on inherited pension funds, HM Treasury has now confirmed that this will be effective from April 2015.
10/03/2014
Stop bashing the super rich: You'll make us all poorer
One hundred and four billionaires live in the UK, and London is now the global capital for the super rich. They spend an estimated £16bn here every year, which means that they contribute a whopping £3bn in VAT alone.
10/03/2014
The Melting Ice Cube by Toby Birch
As a closet introvert it pains me to put my head above the parapet but there comes a time when someone has to shout that the Emperor has no clothes. Recent data shows that Guernsey’s investment fund industry is shrinking rapidly while our ranking as
10/02/2014
Julius Baer’s Next Generation Summit leaves CEO Boris Collardi feeling a bit horse
Collardi flashed her a knowing look before popping another cough drop.
10/02/2014
JP Morgan Private Bank Middle East head takes swimsuit and googles everywhere
He previously lived in Bahrain for four years.
09/30/2014
Culture matters: Business performance follows culture
A roll call of success stories includes P&G, Southwest Airlines, Fed Ex and Starbucks.
09/30/2014
The Rogues Taking on the Old Banking Elite
This year Bill Gates is the closing Keynote speaker
09/30/2014
Next out of the block
The conversation will spiral on through the suitability of crypto currencies for legitimate business
09/29/2014
Choosing a Fund Administrator for the Long Term by Eamonn Greaves, SS&C
As we meet with asset management firms who are considering third-party fund administration, it’s clear that certain elements of service have become of greater importance.
09/29/2014
Dodgy tax numbers in the conference season by Justin Urquhart Stewart
To date I note that we have a Mansion Tax proposal from Labour for the NHS, which seems to have had all the forethought of the similar idea regarding the taxation of the power company profits. The thought may well be made with good intent, but the actions
09/29/2014
Let’s stick together by Tim Price
“During the 17th century, Scottish investors had noticed with envy the gigantic profits being made in trade with Asia and Africa by the English charter companies, especially the East India Company.
09/29/2014
How Bill Gross became too hot for Pimco to handle
The flagship Total Return Fund, the world's largest bond fund, suffered 16 straight months of outflows. The wrangling and the underperformance grated on the executive committee, chaired by Chief Executive Douglas Hodge.
09/29/2014
25 Quotes on Wealth From Powerful Women
There’s Nothing Wrong With Being Rich
09/26/2014
How to be a global player — Amundi
We also have some fund managers in Malaysia but they are under the remit of Singapore
09/26/2014
Three reasons fund managers invest like lemmings
Even the rock stars of the investment community are guilty of herd mentality. The fact that African Bank Investments Ltd, an obviously dodgy investment, was held in so many unit trust funds is evidence of this.
09/26/2014
Eradicating the pathology of UHNW wealth managers who want brand building without marketing
Still, the principals of this de facto Cabot, Lodge wealth manager were determined to express to prospects that they were in fact better than their competitors in essential ways.