02/01/2017
Tax reforms will keep Switzerland a top corporate location
Switzerland’s tax system faces criticism
Wealth and Asset Management
02/01/2017
Understanding Trump is key to your investment strategy: Julius Baer CEO
The automatic information exchange on financial accounts is a new global rule that aims to cut tax evasion.
01/31/2017
Investors rush to invest in ‘safe assets’ after political upheaval
The initial shock of the outcome was also damning for the Property sector, as investors rushed to withdraw assets.
01/31/2017
Macro focus damaging returns in EMs
The multi-asset team have been adding to their emerging market exposure for more than a year.
01/31/2017
Wall Street's Sallie Krawcheck has a message about diversity
The news of her dismissal was leaked to CNBC before her firing was finalized, she wrote in her new book.
01/31/2017
Are Wealth Management Firm Owners Missing an Opportunity?
At our recent M&A Leaders Forum event, acquirers told us that they’re being much more selective as they consider which firms to target.
01/31/2017
SJP to launch Rowan Dartington in Asia by end of June
St James’s Place is set to roll out services from discretionary fund manager Rowan Dartington across its Asian operations during the first half of this year, according to Mike Gravestock, international partnership director.
01/31/2017
More to Wealth Lecture by Alain de Botton
The School of Life brings together some of the best thinking from over 2,000 years of human culture
01/31/2017
Charles Stanley Sees More Trading And Improved Revenue In Quarter
The group reported in November of last year that it had concluded the remuneration consultation.
01/31/2017
New Zealand wealth operation next on the block for ANZ
It has been confirmed that the New Zealand wealth business will not be part of the deal for which an information memorandum is due to be released by early March.
01/31/2017
World Gold Council and State Street Global Advisors Announce the Launch of GLDW, the First US-Listed Gold-Backed ETF Designed for a Strong US Dollar Environment
GLDW Designed to Help Investors Access the Potential Benefits of Gold and Counter the Historically Negative Correlation Between a Strengthening US Dollar and Gold Prices
01/31/2017
Fund sales tumble £12.1bn in 'extraordinary' year
Passive funds under management hit an all time high of £141 billion.
01/30/2017
Competition and governance issues result in exit of some private banks
Singapore’s Business Times recently reported that in the past two years, eight foreign private banks have exited or will soon exit Singapore.
01/30/2017
Quilter Cheviot Acquire Attivo Investment Management Limited
This development demonstrates our commitment to a proactive growth strategy and is a statement of our confidence in the UK’s economy.
01/30/2017
China: 157 billionaires and not enough wealth advisers for them all
The Chinese market should be good for international tax planners
01/30/2017
Forget the Vintage Porsche, Everyone Wants an El Camino
A similar version without a celebrity connection fetched almost $73,000.
01/30/2017
Planning ahead for Gulf businesses succession plan
It’s the first time that people think about family governance and also corporate governance of the companies.
01/30/2017
How China’s luxury consumers moved on from bling to doing their own thing, opening space for niche brands to prosper
Consumers have a lot of information across many platforms.
01/30/2017
Savior of Private Banking?
Why is UBS so concerned about how comfortable the wealthy feel investing?
01/30/2017
America's billionaires add a combined $15.8BN to their net worth during Donald Trump's first week in office
Trump's first week in office saw a rise in profits for America's wealthiest