Managers of Wealth

Into the unknown by Tim Price

“If that does show signs of happening, then we may indeed get to see QE4 rolled out. Daddy might have let go of the market's hand for the moment but he's still close by.” Buttonwood in ‘The Economist’

A difficult judgement call for charities by George Bull, Baker Tilly

The Court of Appeal has ruled against The Woodland Trust in its case against the executors of Valerie Smith.

Management expert Ken Blanchard talks 'servant leadership'

Ken Blanchard said the biggest change that’s taken place in the business world is the dissolution of hierarchy between superiors and subordinates, and that’s a good thing.

After the storm

In the wake of the mid-October turbulence for global equities, confidence has been re-established on financial markets.

Innovation: The regulatory opportunity by Martin Wheatley, Chief Executive of the FCA

I am giving an update today on Project Innovate, an FCA initiative to foster innovation in financial services. Today marks a key milestone.

Understanding clients’ non-financial concerns

The motivations behind investors’ attitudes to wealth.

Interview - Head of Customer Innovation & Perception, HSBC

Improving customer experience has become the Holy Grail of banking.

Agony and Ecstasy

For the UK economy I think the phrase was spot on from the chief economist of the Bank of England, Andy Haldane, when he described it as being in a position of both agony and ecstasy.

Africa - A Unique Continent by Arun Sarwal, CEO, DST Global Solutions

Arun Sarwal speaks to Africa Asset Management magazine about the key trends DST is seeing in Africa, and considers how African investment firms can prosper in this article: A Unique Continent.

How To Lose $20 Million: The Sudden Wealth Problems of Professional Athletes

How could someone lose $20 million in a year?

Rodney FitzGerald on diversifying revenue at Walker Crips

Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.

Termination payments – is complexity sometimes a price worth paying? by Andrew Hubbard, Baker Tilly

As tax advisers we rightly pride ourselves on our knowledge of the UK tax system.

Home, but not free by Glyn Owen, Investment Director at Momentum Global Investment Management

As we surface from the financial crisis, it is clear that the conditions we face today are no less extraordinary than those we have faced in recent years.

Good wealth advisers are hard to find

A good investment adviser is a tricky set of skills to hire, and high-end financial advice firms are struggling to find the right talent at present.

European asset managers gear up for second act in the US

What has proved less clear, however, is how the Europeans can become household names able to compete with well-known domestic American managers.

The Sum of All Fears by Justin Urquhart Stewart

Last week we saw a bursting of some of the complacency of the past few months.

Why BPES, the next acronym the finance industry will have to worry about, with boost AIFM registrations

Luxembourg is the largest investment fund centre in Europe and the second largest in the world after the US.

When you are super-rich who can you trust?

They may have yachts, fancy cars and private jets. But pity the super rich. They’re miserable.

FATCA – Uncle Sam’s very long arm of the law by Gary Heynes and Joan Foster, Baker Tilly

After David Cameron hinted earlier this week that inheritance tax should not apply to people who didn’t feel ‘mega-rich’, why can’t this logic apply to higher rate taxpayers?

Yellow Umbrellas by Geoff Cook, Jersey Finance

A Finance Manifesto

Comment & Analysis