09/16/2015
The ugly side of wealth management
Like medieval medicine, the success rate of active fund management is based mostly on faith rather than scientific fact.
Wealth and Asset Management
09/16/2015
Malta keeps all options on the table
Malta has come a long way as a fund jurisdiction since it joined the EU in 2004.
09/16/2015
Elian product launch supports enhanced governance for international groups
It will appeal to both corporate and private wealth structures, providing a cost-effective tool for enhanced corporate governance through reduced operational risk.
09/15/2015
Golden facts on financial advice: Staying one STEP ahead
I heard an excellent new word this week; infobesity. It means the sheer quantity of information available makes decision-making more difficult.
09/15/2015
Keeping its power dry - St. James's Place Market Bulletin
Last week, members of the Monetary Policy Committee (MPC) found themselves once again to be largely of one mind on the question of interest rates, as members voted 8–1 for no change to the Bank of England rate of 0.5%. The pound rose slightly after
09/15/2015
Turks and Caicos Islands launches London office
The London office will also be the source for first hand information for the Diaspora living in the UK and Europe.
09/15/2015
Bermuda trust company wins Step award
The Step private client awards, now in their tenth year, highlight innovation and excellence among private client lawyers, accountants, bankers
09/13/2015
Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management
This year the company is sponsoring the award for Business Person of the Year.
09/13/2015
McKinsey warns European private banks over fees
The upcoming Markets in Financial Instruments Directive is likely to ban wealth managers from receiving inducements (retrocessions) from product providers within discretionary mandates.
09/11/2015
Barclays closes risky UK accounts of customers in Jamaica
Jamaica is one of some 130 countries with which the three centuries-old bank signalled it is cutting ties.
09/10/2015
Wealth Manager Websites - What's Going Wrong? by Dominic Gamble
Another report has been published this week highlighting the perpetual achilles heel of the wealth management industry - bad websites.
09/10/2015
Equiom’s expertise in the spotlight again at Monaco
Equiom has gained global recognition within the yachting industry by providing tax efficient bespoke yacht ownership structures.
09/09/2015
Queen Elizabeth II Isn’t as Rich as You Think
Besides the unwinding of an empire and the economic booms and busts, her time as head of state has been marked by the rise of the super-rich.
09/09/2015
Trust company launches Jersey-based wealth management service
The service will be managed out of the Jersey office.
09/09/2015
The attractions of Guernsey for South Africa - Dixcart
Guernsey is one of the leading tax-free jurisdictions for the administration of international private wealth.
09/08/2015
What Guernsey Can Offer Chinese HNWIs'
What the survey highlights in greater detail is how real estate continues to be a big driver of wealth in China
09/07/2015
Wealth Planning Goes Back to the Future by David Dorgan
Article first published in CONNECT, Issue 41, September 2015
09/07/2015
Bedell Trust acquires a majority stake in well-established fiduciary and corporate services business in Singapore
He has led Bedell Trust's expansion in Asia over the past five years and expects to devote a significant amount of his time to the development of the business of STC.
09/07/2015
Cim Global Business sponsors South-East Asian Private Equity Conference
SEAPEC provides valuable opportunities to exchange ideas, discuss current practical challenges and to share best practices.
09/05/2015
Back to school: An education for parents too by Penny Lovell
The extra pressure involved with children going back to school isn’t purely linked to extra “school admin” – preparing sports kits, sewing labels, school runs, paperwork – it is financial too.