Managers of Wealth

British Documentary Skewers Active Management

Active fund managers in the U.K., like their counterparts in the U.S., are paid handsomely.

Private Wealth Advice in the Social Media Era

We’ve all heard the question: “If a tree falls in the forest and no one hears it, does it still make a sound?”

Labour's plans for Mansion Tax and tax avoidance - Baker Tilly

Addressing the Labour Party conference in Manchester, Labour leader Ed Miliband has outlined plans to introduce a ‘Mansion Tax’ on properties worth over £2m, and a clampdown on tax loopholes by hedge funds and large firms that ‘mov

Three challenges facing Barclays’ new head of wealth

Barclays announced on Monday that Akshaya Bhargava will become the new head of the firm’s wealth and investment management business.

"They think it's all over" - But it isn't! by Justin Urquhart Stewart

I have to say I was very relieved on Friday morning when after a night of crackling thunder over head and overnight, I could finally see that the Unionists had won the day in the Referendum.

Emirates NBD CEO Shayne Nelson On Dubai’s Boom

Shayne Nelson says he is confident that the lender’s legacy problems are now finally over.

Where the biggest banking bonuses will be this year

Currency traders are expecting a £63,000 fall in bonuses amid an industry rigging scandal, while commodities trader pay-outs are expected to be up £38,000

The Skandia Scandal: Whose Fault? by Henrich Greve, INSEAD Professor of Entrepreneurship

Reputations are valuable and easily tarnished even by association: a little care and attention can help.

Whisky Galore? by Jim Burberry, Baker Tilly

The traditional ‘booze cruises’ to France may be in jeopardy if Scotland votes ‘yes’ this week. We look at why new Scottish tax laws could see drinkers heading north of the border for their cheap tipple…

Baker Tilly responds to OECD global tax crackdown proposals

Responding to the proposals, George Bull, Baker Tilly’s Senior Tax Partner, said: ‘These measures represent a positive step towards eradicating harmful tax practices on a worldwide scale.

The End of Ages? - Both Iron and Complacency by Justin Urquhart Stewart

Are we going to see the end of the age of complacency at last?

Investment strategies of wealthy families

Their mandates typically tend to be inflation plus three of inflation plus five percent.

Collateral Management: A Primer by Zak Hutton, SS&C

Collateral management has become a hot-button topic in the investment management industry of late, but what exactly is collateral management and why the sudden focus on it?

A Progressive Estate Tax

In the year 2014, the U.S. has by far the most unequal distribution of wealth and income of any major country on earth.

Australia: 'Tough period' looms for asset managers

Investors and investment managers are set to face a 15-year period of low growth, high volatility, great uncertainty and low financial returns, UBS Global Asset Management has predicted.

T'ain't What You Do (It's the Way That You Do It) by Andrew Hubbard

A recent report into the experience of SMEs subject to HMRC compliance checks shows that tone is just as important as content.

New York wine makers vie with France's top Merlot producers

Long Island wineries are smaller, younger and have less experience than their French counterparts, but some local vintners think the Merlot wines they produce compare favorably with those made in Bordeaux.

Financial adviser expects more women to join field

The Question and Answer feature helps readers learn more about prominent people in the business community.

Key deadline for trustees looming – thankfully HMRC makes things clearer by Gary Heynes, Baker Tilly

Trustees of UK family trusts will be aware that the deadline for registration for those caught by the US Foreign Account Tax Compliance Act (FATCA) rules is looming.

High Net Worth: Getting what you pay for?

Matt Schofield, head of Zurich Private Clients, told Post the reason for introducing this new product came from a realisation of the need to cater for different types of HNW individuals.

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