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Capital Asset Management, Wealth Management and Investment Management Review

The multi-family office (MFO): a one-stop solution for the high-net-worth client

Martin Graham, Chairman of the advisory board at global independent multi-family office and wealth consultancy Oracle Capital Group (orcap.co.uk) explains how they meet investment, wealth structuring, asset protection and lifestyle needs of affluent families through one, bespoke and personal service offering.

The number of high-net-worth individuals around

Last Updated on Wednesday, 27 March 2013 13:14

Making the most of the 50% tax allowance (before it decreases to 45%)

Higher earners need to move quickly in order to maximise tax relief against a high top rate of income tax before it falls to 45% on 6 April 2013.

The current top tax rate is 50% for income above £150,000, but unless there is a major surprise in this

Last Updated on Thursday, 21 March 2013 14:17

How do companies avoid leaving value on the table in “The New Normal” environment?

Michel Driessen, Ernst & Young

As companies attempt to navigate challenging market conditions, the typical approach to divestments has been to “wait and see”. This is clearly evidenced in the decline in number of divestments that have been announced in 2012 Vs 2011. The recent Ernst and Young Global

Last Updated on Tuesday, 12 March 2013 05:28

Retail Platform Transfers - Good News!

Ben Cocks, Director of Altus Ltd

There haven't been many good news stories for the financial services industry recently so instead of the usual reports of greed, duplicity and the down-trodden customer, here's a story about how the industry has worked together to achieve good consumer outcomes.

There is

Last Updated on Wednesday, 20 February 2013 06:53

Displaced Financial Advisers find True Potential

13 February 2013: True Potential Wealth Management LLP, one of the fastest growing advice firms in the UK, is offering a new future to financial advisers who have found themselves displaced as a result of changes included in the Retail Distribution Review (RDR) and the overall downsizing of the

Last Updated on Friday, 15 February 2013 13:21

RDR and Regulatory Change

By Chris Kaye, CEO, co-comply

One of the major impacts of the FSA’s Retail Distribution Review will be the merger and acquisition of smaller regional wealth management firms and IFAs. In addition to the operational risk that these mergers will cause and the potential for increased regulatory breaches, wealth

Last Updated on Saturday, 12 January 2013 17:34

GET CONNECTED FOR A SUCCESSFUL DEAL

Businesses examining cross border merger and acquisition deals as a strategic approach to fuel growth, need to ensure all parts of the deal process are aligned if they are to realise the full potential of the transaction. Avoiding some common pitfalls and sticking to a deal process ‘blueprint’ is the

Last Updated on Saturday, 01 December 2012 15:10

Open up to a new type of banking service – Trafalgar Wealth Management Ltd., Zürich – A true alternative in Switzerland’s Private Banking Scenery

By Zsolt Bandy CEO of Zürich-based Trafalgar Wealth Management Ltd. (TWM)

Trafalgar Wealth Management in Zürich offers a viable alternative in the Swiss private banking scene with a service that takes a disciplined, multi asset-class and tailor-made approach to the challenges facing the modern investor.

On the eve of an even

Last Updated on Thursday, 15 November 2012 12:43