Managers of Wealth

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

JPMorgan, HSBC and the trillion-dollar game

There the world’s analysts and investors were, thinking they had hours to go before Jamie Dimon’s banking behemoth’s profits came out, when Bang! There they were, splashed all over the City’s trading screens.

Francesco de Ferrari Revs Up

The Head of Credit Suisse’s private bank in Asia on wealth management in the region, and his outlook for Asia.

UBS chief taps varied experience to lead bank

Many leading bankers are proud to say they started at the bottom of the field and worked their way to the top.

Eurozone Souffle by Justin Urquhart Stewart

History does not repeat - well that is my view - but it does resonate.

Market failure by Tim Price

There are two ways of learning how to ride a fractious horse

Morgan Stanley uses client cash to chase private equity profits

People think of it as a risky business but it's not really

No miracle solution by Guy Wagner

Through their actions, the central banks are making life hard for savers who are not prepared to take risks and who traditionally favour money-market investments rather than term deposits or savings accounts.

HMRC – your Facebook friend? by Andrew Hubbard, Baker Tilly

Facebook – a great way to share all the latest news and photos with your friends and family. But changes to the way that HMRC communicates with the public could see you getting a ‘poke’ from the taxman sometime soon…

Why Wealth Managers Should Focus On Steady, Cash-Generative Businesses

"In the low return environment that we foresee, there is a strong reason to refocus on 'Return of Capital and Return on Capital', which requires a cogent investment process as the foundation of the wealth management business," recommen

Quarterly Economic Outlook – John Greenwood, Invesco Perpetual

Invesco Perpetual’s Chief Economist John Greenwood gives his view on the sub-par performance of the global economy and warns of slow improvement in 2015

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.

For the super-rich, it’s like coming back home

The wealthy scale up on real estate exposures in their asset allocations

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.

Comment & Analysis