10/08/2013
Professional advisors almost universally agree that philanthropy plays an important role in their high net worth clients' wealth experience, and that engaging clients about their philanthropic ambitions is good for their own business.
10/08/2013
A story emerged this week that is likely to fuel tension between the European Central Bank and Europe’s current banking regulator, the European Banking Authority.
10/07/2013
European funds industry faces extra expenses totalling between $300 million and $500 million per annum over the next three years to address new regulatory requirements, according to a study by BNY Mellon, the global leader in investment management and inv
10/06/2013
Is Africa becoming the new Asia?
The agreement will enable BoC clients to invest in the continent via Nedbank’s regional network and may be symptomatic of a wider re-focus to investment opportunities in the southern continent.
10/06/2013
The Middle East’s private wealth boom is part of a wider trend of growth in emerging markets and resource led economies
10/06/2013
More Housing Hokum by Justin Urquhart Stewart
The latest „Help to Buy‟ plans, much vaunted by our esteemed politicians at their party conference last week, seems to have been not quite as popular with some of the banks as had originally been implied.
10/06/2013
The proportion of female directors of FTSE 100 companies has risen to 19 per cent, a study has revealed, up from 12.5 per cent two years ago.
10/06/2013
While the US political impasse may provide further disruption to the market, we very much doubt that the government will default on its debt obligations. It has left all non-essential government activities closed.
10/06/2013
Headcount is climbing as firms gear up for renewed growth.
10/06/2013
Axa Wealth’s £1.8m fine shows firm failed to take its own findings seriously and was more concerned with hitting sales targets.
10/06/2013
Active management is a zero-sum game before cost, and the winners have to win at the expense of losers
10/06/2013
Bank of England governor's move to persuade markets that interest rates will not immediately rise has provoked scepticism
10/05/2013
US politicians have allowed large swathes of the Federal Government to shut down because they cannot agree a budget for the fiscal year that started on 1st October.
10/03/2013
As of year-end 2012, the institutional market held $14.5 trillion in assets under management
10/03/2013
WEALTH management was seen as one of the great Australian growth industries of the 21st century.
10/03/2013
Money tends to flow to markets with better infrastructure and liquidity
10/03/2013
Last week HMRC wrote to everyone affected by the UK/Switzerland tax agreement asking them to come clean as to whether they owe tax or not.
10/03/2013
Sixty-one percent of high-net-worth Americans said they are better off today than they were before the 2008 recession
10/03/2013
Global Warning – the heat is on
10/03/2013
Coutts Wealth Watch - 4 October 2013