09/17/2014
Baker Tilly responds to OECD global tax crackdown proposals
Responding to the proposals, George Bull, Baker Tilly’s Senior Tax Partner, said: ‘These measures represent a positive step towards eradicating harmful tax practices on a worldwide scale.
09/15/2014
The End of Ages? - Both Iron and Complacency by Justin Urquhart Stewart
Are we going to see the end of the age of complacency at last?
09/15/2014
Investment strategies of wealthy families
Their mandates typically tend to be inflation plus three of inflation plus five percent.
09/14/2014
Collateral management has become a hot-button topic in the investment management industry of late, but what exactly is collateral management and why the sudden focus on it?
09/10/2014
In the year 2014, the U.S. has by far the most unequal distribution of wealth and income of any major country on earth.
09/10/2014
Investors and investment managers are set to face a 15-year period of low growth, high volatility, great uncertainty and low financial returns, UBS Global Asset Management has predicted.
09/10/2014
A recent report into the experience of SMEs subject to HMRC compliance checks shows that tone is just as important as content.
09/10/2014
Long Island wineries are smaller, younger and have less experience than their French counterparts, but some local vintners think the Merlot wines they produce compare favorably with those made in Bordeaux.
09/10/2014
The Question and Answer feature helps readers learn more about prominent people in the business community.
09/09/2014
Trustees of UK family trusts will be aware that the deadline for registration for those caught by the US Foreign Account Tax Compliance Act (FATCA) rules is looming.
09/09/2014
Matt Schofield, head of Zurich Private Clients, told Post the reason for introducing this new product came from a realisation of the need to cater for different types of HNW individuals.
09/08/2014
The Eurozone, as we all know, is certainly not one nation and it is most certainly nowhere near being one economy.
09/08/2014
The fund has delivered a startlingly good performance over the past ten years under Dean’s management, returning 223 per cent compared with 125 per cent for the average fund in the IMA UK All Companies sector.
09/05/2014
Roula Habis is a new managing partner at Optimum Invest, a Beirut based financial company. Formerly the general manager of Middle East Capital Group
09/05/2014
Why financial planning trumps wealth management
Many of these changes have been subtle and confined to our back offices.
09/05/2014
Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio
09/05/2014
Helping Northern Trust Grow And Change
It’s not easy for a 125-year-old bank to embrace change.
09/04/2014
Asia’s demand for gold keeps growing – but will it last?
“Asians want gold. They want it to store their money, their wealth. I suppose it’s an investment.”
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.
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