09/03/2014
Serving the Merely Affluent
Wealth managers fight to win the business of people with $1 million or more, but pay considerably less attention to the merely affluent.
Comment & Analysis
09/02/2014
Private banking demystified
There’s a lot of talk about private banking, but often little understanding of what it really means. We explore its services and benefits
09/02/2014
Aussie instos boutiques on a global scale
Speaking about the relevance of boutique platforms at the 2014 Money Management Platforms and Wraps Conference, DeDominicis said international institutions were looking to enter the domestic market, and had significantly more funds behind them than the bi
09/01/2014
Athens or Beunos of the North - Edinburgh? by Justin Urquhart Stewart
As the Referendum on independence rolls towards us, sadly I feel that emotions are rising ahead of the logic on economic strength and capability.
09/01/2014
Back to the future by Tim Price
Much of what we think we know isn’t necessarily so.
09/01/2014
'To Invest In Africa You Need Balls Of Steel,' Says Aberdeen Asset Management CEO
You live and you learn: Martin Gilbert, founder and CEO of Aberdeen Asset Management, on low moments, Scottish independence, and investing in Africa.
09/01/2014
How the Rothschilds got rich – and stayed rich
“What’s the secret?”
08/31/2014
MOBIUS: An Effective BRICS Bank Would Be A Big Win For The Whole World
I think the initial impact of this new development bank for emerging markets is that many countries could have a new source of financing
08/29/2014
Private banks open up to new era of transparency
George Washington was President of the United States when Lombard Odier was established in 1796, but Uncle Sam’s recent prosecution of tax evaders has forced this notoriously discrete institution to also open its books to public gaze this week in an
08/29/2014
Geneva’s bank opacity is melting like Swiss chocolate - Bottom Line
The opacity of Geneva’s wood-panelled banks is as iconic as its sumptuous chocolate, expertly crafted watches or strangely baffling cuckoo clocks.
08/28/2014
Is the wealth industry over-reliant on regulatory consultants?
The national wealth manager issued a profit warning in April
08/28/2014
How smart businesses can redraw the battle lines in the global war for talent by Emree Siaroff, Managing Director, Human Capital, BDO Canada
Now, as the crisis recedes, the war for talent is back
08/28/2014
Strictly come dancing all the way to jail? by Andrew Hubbard, Baker Tilly
Read your local paper each week and you will regularly see details of individuals who have been prosecuted and fined for social security fraud: yet is it very rare to see similar reports about tax fraud.
08/27/2014
Should banks be wary of the tech giants' foray into finance?
I worry about the rise of the non-bank players in the wealth space
08/27/2014
Islamic Wealth Management As A Way Of Life
Being rich is the goal of most people earning a living by working for others or working on their own.
08/26/2014
How Barclays is restoring banking trust with innovation
Barclays is on a mission to transform the culture of banking – and technology is its enabler
08/25/2014
La "less than belle" France by Justin Urquhart Stewart
It's easy to make simplistic comparisons, but this year I found a stark difference in attitude between what I saw in the French economy as opposed to that of Perfidious Albion on the other side of La Manche ('The Sleeve').
08/25/2014
Dementia: The Growing Retirement Risk
David Gutzke couldn’t help noticing the changes
08/25/2014
Richard Attenborough: Veteran British actor and director dies, aged 90
He died at lunchtime on Sunday, his son told BBC News.
08/24/2014
Standard Life Investments’ rebel with a Gars
The Yorkshire-born executive spent nearly 20 years moving up the ranks at James Capel, once a prominent London broker, but quit after it was bought by HSBC to join large Scottish insurer Standard Life to help set up its asset management arm.