Tax
June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have started to address what they may have to confront. Offshore centers are in a position analogous to a competitive bus...

Family Office
June 8, 2021

Interview: Protecting Wealth, Not Getting More, Should Be Family Office Goal

We talk to a third-gen. family member of a Zurich and Tel Aviv wealth manager and author about the approach he favors for risk and wealth protection. ...

Wealth Strategies
May 25, 2021

What It Means To Be A "Contrarian" Value Investor

Blindly practising time-honored value investing is a dangerous occupation, not least because of the pace at which companies are being disrupted by technology. How businesses can be assessed for their longer-term...

Awards
May 24, 2021

Breeding Great Wealth Advisors - Interview With Jamie McLaughlin

Jamie McLaughlin - honored by this news service's awards program, runs a management consulting firm focusing on strategy and practice management for wealth management and investment advisory firms, private banks...

Family Office
May 18, 2021

Family Office Or Founder's Office - Sector Must Tighten Definitions

A consultant and former private banking and investment industry figure has a complaint: he reckons that some family offices should instead be called "founder's offices" because the people who build them dominate...

Tax
May 17, 2021

Accurate After-Tax Performance Returns Can’t Be Done To Scale - Yet. 

The US wealth management sector uses a wide range of techniques to measure after-tax returns on portfolios. At a time when the tax bite on investments has become a more urgent concern, this article takes a look ...