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News and Features
Latest News
UBS Hikes Female Board Contingent With New Nominees
Compensation Drops Around 30 Per Cent In Financial Services Industry
“Rewarding” Reactions From Clients As Advisors Go Independent - New Study
Tech Funds Show No Sign Of Bubble Trouble As Market Braces For Facebook IPO
iShares Unveils Range Of Commodity Producer Funds
Comment and Analysis
IMCA Conference: Emerging Markets Looking Up, Europe Down, US Treading Water
Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)
Interview: Custom Portfolio Group Bucks Model Portfolio Trend
Thrills And Fears - What 2012 Might Mean For Wealth Management - Part 2
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
US Indicts Wegelin, Seizes $16 Million From UBS Account
A US district court has indicted Wegelin and Co, a 270-year-old Swiss private bank, for allegedly conspiring with US taxpayers to hide more than $1.2 billion from the Internal Revenue Service.
Harriet Davies
3 February 2012
What Will 2012 Hold For The Wealth Industry?
What sort of themes are likely to be important in 2012 as far as tax, regulation and the offshore world are concerned?
Tom Burroughes
3 January 2012
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part One)
In 2011, the focus of regulatory change was firmly on the banks and major financial institutions. Although family offices were not considered in the grand scheme they now face a number of unanticipated consequences and need to make some critical strategic decisions.
Rosalyn Breedy
5 January 2012
2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues
After a busy 2011 for trust and estate practitioners, 2012 will be “even more tax-driven,” says Dan Lindley, president of The Northern Trust Company in Delaware and chief fiduciary officer of its private client business in Guernsey and Cayman Islands.
Harriet Davies
20 January 2012
New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed
A new type of firm, created by financial services veteran Doug Black, is looking to sort the wheat from the chaff when it comes to ultra high net worth wealth management.
Harriet Davies
20 January 2012
NY Property To Hold Steady This Year, Many Asia-Pac Cities To Fall Sharply - Knight Frank
New York residential property prices will hold steady this year, while those in London will rise slightly, according to forecasts from Knight Frank. Russian cities could chalk up the fastest residential property price gains in 2012, while a number of Asia-Pacific cities are predicted to fall sharply.
Tom Burroughes
3 January 2012


