Introduction
" By Rob Shipley
Deputy Editor, Jersey Evening Post
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Tried and trusted
" By Haydn Taylor
Managing director, stockbroking and asset management division, Standard Bank
Wealth management solutions encompass multi-asset managed investment portfolios, hedge funds, bank deposits, and more specialist products
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Additional firepower
" By Kevin Golder
HR Solutions
Recent articles in the financial press have confirmed that the number of high net worth individuals is increasing and if £200k in liquid assets is used as a benchmark then the growth for the last calendar year was approximately 12% in the UK alone, equating to some 900,000 UK wealthy individuals, with 1.3 million predicted by 2009.
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Thanks a million
" By Andrew Buchanan
Coutts Channel Islands
A million pounds is no longer enough to lead a ‘millionaire lifestyle’ according to a new study from Coutts. According to the findings, the term ‘millionaire’ – for those in possession of cash or assets totalling £1million – is now less meaningful.
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The survival of the fittest
" By Mike Larbalestier
Director, Rossborough Financial Services
Financial advisers must recognise the necessity of adapting to changing conditions and client demand
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The increasing risk of index trackers
" By Tim Childe
Executive director and head of Jersey branch, Morgan Stanley Quilter
FOR much of the past 30 years the investors in UK equities were able to benefit from the unusually wide range of companies listed there. With ample access to good investment opportunities both in the UK and abroad provided simply by investing in a wide range of UK listed companies, following an index-tracking strategy became very popular. But as ever, the game has moved on. The UK market is becoming less and less suited to passive investment and investors in UK trackers would do well to take note.
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The game is bonds
" By Adrian Jones and Peter Smart
Brewin Dolphin Securities
The increased cost involved in making a prospectus compliant with the directive may affect the decisions of issuers to tap into the retail market and, if they do, the extra costs may be passed on to the investor – providing for a reduced return overall
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Coinvestment
" By Tinao Bakare
English solicitor and member of the Rathbone Trust Company Jersey’s funds team
Trusts remain a cornerstone of Jersey’s financial services industry, but professionals are also developing new, innovative solutions
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What is a structured product?
" By Christian Büsel
Barclays Private Bank
A structured product is a debt security that provides investors with a redemption amount, and a return that is subject to the performance of a specified strategy on a selected underlying asset or asset class.
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Outsourcing
" By Chris Eaton
Itex
‘Despite measured market recovery, the private banking sector now faces two new major challenges. First achieving top-line revenue growth and improving the overall client experience is now back on the senior management agenda after a period of cost containment.
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Commodity myths
" By David Baker
Executive director, UBS Wealth Management
‘There is thy gold; worse poison to men’s souls, Doing more murther in this loathsome world, Than these poor compounds that thou mayst not sell.’ – William Shakespeare.
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