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In this issue
Firms are struggling to meet the demands of clients who are increasingly becoming more independent
Nov 19, 2012
©Bloomberg
Nov 19, 2012
Taxation: US offshore crackdown brings planning worries
Delays to new rules create compliance uncertainties, writes Kate Burgess
Nov 19, 2012
Spreading risk: Disillusioned clients use multiple curators
Many people now split assets between several banks, says Tanya Powley
Nov 19, 2012
Asia: Recruiters raise the stakes in the hunt for talent
Good connections attract stellar pay, writes Paul J Davies
©Reuters
Nov 19, 2012
Philanthropy: Due diligence is vital to ensure charity reaches its targets
A few basic steps should prevent funds being squandered, writes Elaine Moore
©Warner Bros
Nov 19, 2012
Inheritance: Experts offer guidance on how to keep it in the family
Imaginative schemes exist to train the scions of wealthy families to manage their fortunes, says Lucy Warwick-Ching
Nov 19, 2012
Investment: Higher risk equities displace safe bonds in quest for better yields
New strategies have to be found to counter low percentage returns, says Tanya Powley
©Getty
Nov 19, 2012
Eurozone fallout: Spanish investors look for secure growth abroad
The wealthy are seeking to invest away from the continent by turning to emerging markets, reports Miles Johnson
©Dreamstime
Nov 19, 2012
SMEs: Wealthy angels step into the lending breach
Start-ups provide investment chances, writes Kate Burgess
©Reuters
Nov 19, 2012
Manager co-operation: Sectors move closer but client relations remain key
Advisers should err on side of caution, says Daniel Schäfer
May issue
May 8, 2012
Markets try to regain equilibrium
The segment has been gripped by uncertainty, while the eurozone crisis, uprisings and forthcoming elections have not helped
May 8, 2012
Philanthropy: Rich seek better guidance on how to give away cash
The number of families wanting to do good is rising, says Elaine Moore
May 8, 2012
Regulation: FSA highlights ‘emerging risk’ as a factor
Watchdog has raised fears over incentives and record keeping, writes Kate Burgess
May 8, 2012
Strategy: Managers advised to downshift their focus to ‘core millionaires’
Investment houses need to look beyond the extremely rich, says Lucy Warwick-Ching
May 8, 2012
Mortgages: Firms want more control over assets in return for loans
Tanya Powley says lending criteria are changing to boost other services
May 8, 2012
US legislation: Industry concerned at extraterritorial tax clampdown plan
Fatca, a proposed bill, is the biggest issue facing the industry, reports Kate Burgess
May 8, 2012
Asia outlook: Hong Kong and Singapore remain the leading centres
Regional banks are becoming more competitive, says Paul J Davies
May 8, 2012
Business models: New entrants pose challenge to old guard
Rivals are entering the fray but their success is not assured, reports Daniel Schäfer
May 8, 2012
Tax planning: Global crackdown on avoidance forces wealthy to be transparent
Many clients fear they may run into difficulties ahead, says Elaine Moore
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