Managers of Wealth

The Financial Paths to Building Wealth Teach Us Little About Distributing It

While mortality and legacies may be uncomfortable discussions, trusts offer very real advantages as instruments of outcomes-based, long-term planning.

China views CEE as gateway to greater EU reach by Juraj Gerženi, TMF

Our Head of Europe looks at how China is moving into Western Europe from the east, facilitated by infrastructure such as the "New Silk Route".

Weekly Close Up - Close Brothers

Last week, dispersion in equities returned with a vengeance.

Investors hungry for risk as yields hit rock bottom - Coutts

With bond yields hitting rock bottom, moves across global markets suggest investors are growing hungrier for risk.

Credit Suisse and UBS hit by change in wealth model

Investors directed similar criticism at Credit Suisse, UBS’s biggest domestic rival

Beware the Ides odf March - Really? by Justin Urquhart Stewart

Julius Caesar ignored the warning of the Ides of March and was assassinated later that day. So what has that got to do with investment?

A Greek Tragedy for Modern Times: Tsipras Bound by Daniel Murray, Chief Economist, EFG

EFG’s Chief Economist, Daniel Murray, performs an objective analysis of the situation and discusses the possible paths that Greece could follow.

The changing economic landscape amid stuttering emerging markets performance - Anthony Rayner, Milton

Since 2009 the global economy has been characterised by steady economic growth, falling inflation, stagnant wages growth and extremely easy monetary policy; this has been particularly so in the major developed economies.

Canadian banking veteran Gord Nixon pans IMF plan for oversight

As head of Canada’s largest bank, Gord Nixon had a front-row seat when the global financial system teetered on the brink in 2008,

Man group boss says computers are future for asset management

“The machine will become more and more important in a lot of things we do.” Technological advances mean we are “living in a second industrial revolution”, he said

Can stockbroking work in wealth management today?

Since suitability came on to the regulator’s radar in 2011, many predicted it would spell the death of the traditional stockbroking model.

Everyone Is Guessing When It Comes To Oil Prices by Nick Cunningham of Oilprice.com

Predicting and diagnosing the trajectory of oil prices has become something of a cottage industry in the past year.

Private Wealth Focus March 2015 - Guernsey Finance

Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events

Harnessing the power of income-producing assets by Talib Sheikh, JPMorgan

Thanks to super-low interest rates, the income produced from bank deposits has taken a tumble.

America’s crackdown on tax avoidance: will it work?

Amid mounting pressure last year, the US launched a supposed crackdown on tax inversion

Is this the start of a shake-up in the protected world of private banking?

Fintech: Nutmeg changes the game in wealth management

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.

Coutts: Desperate search for decent returns

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.

Offshore stock exchanges – why and how?

Joe Truelove, Head of Fund Services at Carey Group explores the uses of offshore stock exchanges, such as the Channel Islands Securities Exchange…

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

Comment & Analysis