Managers of Wealth

Swiss Banks’ Tradition of Secrecy Clashes With Quests Abroad for Disclosure

Switzerland joined 60 nations in signing a treaty intended to unmask wealthy clients.

JPMAM’s Stephanie Flanders: Early rate rise could threaten ‘unloved’ rally

Investors should have a “modest” bias towards risk assets over the second half of the year but they should be aware that rates could rise sooner than the market expects

FATCA: Over here and over-reaching by Gary Heynes

It is clear that the US Foreign Account Tax Compliance Act (FATCA) is far-reaching, but its application to UK trusts with no US assets and no US beneficiaries is extraordinary.

US Corporate War Chest by justin urquhart stewart

One of the features of the US recovery from the financial crisis has been the growth in the cash piles amongst many of the corporates.

A time of universal deceit by Tim Price

“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” - Ben Graham.

Financial Institutions Survey strikes positive note by Geoff Cook

The 2013 Jersey Financial Institutions Survey out this morning shows a return to growth for our fund management and trust sectors up 38% and 4% respectively, on the prior year, with aggregate profits for the industry overall exceeding a billion for the th

Software without the technology headaches

The industry is buzzing with new technology; and with new technology comes new buzzwords and phrases! “Cloud Computing”, “Software on Demand”, “Software as a Service”.

The Dawn of Distributed Leadership by Gary Hamel

Processes will be as different from their bureaucratic predecessors as Skype is from “plain old telephone service,” as Amazon is from a strip mall, as Twitter is from a postcard.

Take the Rough with the Smooth - Volatility and Opportunity by Tom Becket, Psigma

As I approach my ten year anniversary at Psigma I have to admit that markets have rarely been so 'boring' and exciting new ideas have never been as hard to come by as they are now. It is a uniquely difficult investment environment.

Obama Decries Big Bonuses at Bank Trading Desks as Risky

This idea that Wall Street is this sort of great evil is at best simplistic

Pension savers are being put off by the lifetime cap - Brewin Dolphin

Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.

DFMs and advisers need a clear mandate

“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’

HSBC Private Bank Q3 Investment Outlook - Willem Sels, UK Head of Investment Strategy, HSBC Private Bank

Portfolio Considerations: The main risk is being under-invested

Expanding your Middle by Justin Urquhart Stewart

Germany is often held up as a perfect example of the development of small to middle sized companies, and much over the years has been written about the success of their "Mittelstand". This has often consisted of smaller to medium sized private c

Coutts Global Markets Weekly - Iraq not yet a global risk

The Brent crude oil price experienced a mini spike after the attacks on the Baiji oil refinery in northern Iraq, the country’s largest, by the Islamic State of Iraq and Syria (Isis).

Barclays' slowly improving reputation may disappear in these murky waters

The allegations of wrongdoing in the bank's 'dark pool' trading system are bad news for Antony Jenkins, for they cannot all be laid at the feet of the old regime

Barclays CEO Falters in Culture Shift as Suit Cites Fraud

The bank is cooperating with Schneiderman’s office and is examining the matter internally

Sport’s Summer Season is upon us - don’t let the taxman bowl you a googly byLesley Fidler

Sport’s summer season has finally arrived, and many businesses will be digging deep to impress clients and staff with a bit of corporate hospitality – but care is needed to avoid falling foul of the taxman…

German customs authorities seizing containers with files on account holders from the Cayman islands - Dawn Register, tax director, tax investigations team, BDO

HMRC will open enquiries and investigate the tax affairs of anyone they suspect of having undeclared assets.

Offshore or onshore investment trusts?

Should investors pay much heed to domicile when investing in an investment trust IPO?

Comment & Analysis