Month: November 2015

Property reports and indices are often misleading

Author: Bumblebee Design | Date: 26 Nov 2015

Jeremy McGivern, founder of Mercury Home Search, says investment hotspots are the South American coastline and Spain but warns investors to take care because property is not a bullet-proof investment.

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More than a hundred South-West France vineyards have been sold to Chinese buyers since 2010

Author: Bumblebee Design | Date: 26 Nov 2015

Luke McCormick, CEO of Edge Retreats, adds that the second-homes market has led growth in high-value sales, in locations such as the Cote d’Azur, St Barths and Cayman Islands.

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Monaco had the highest ever volume of sales in 2014, with a combined value of EUR 2.4bn

Author: Bumblebee Design | Date: 26 Nov 2015

Paul Tostevin, associate director at Savills World Research, also talks about an increasing investment in marinas in China with restaurants, bars, and retail space, but also larger indoor areas for mahjong and karaoke.

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Highest ever residential deal in Barbados was done at USD 35m

Author: Bumblebee Design | Date: 26 Nov 2015

Edward de Mallet Morgan, partner at Knight Frank, talks about top property investment locations and advises on what UHNW clients should be aware of when buying a property.

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The world’s best performing markets remain Monaco, London, Hong Kong, Paris and New York

Author: Bumblebee Design | Date: 26 Nov 2015

Giles Hannah, senior vice president at Christie’s International Real Estate, also says that the property portfolio of an UHNWI includes at least three homes, each worth over £10m.

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Offshore laws have provided protection to hedge fund investors in cases of high profile corruption

Author: Bumblebee Design | Date: 19 Nov 2015

Hayden Isbister, partner at Mourant Ozannes in the Cayman Islands, gives the latest updates on hedge funds in the Caribbean.

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London’s prime property market will revive again once sellers’ price expectations have readjusted to the stamp duty increases

Author: Bumblebee Design | Date: 19 Nov 2015

Penny Lovell, head of client services at Close Brothers Asset Management, talks about London’s prime property market and also says long-short hedge funds have performed well.

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Investing in banks is unpredictable because of documented human error

Author: Bumblebee Design | Date: 19 Nov 2015

Daniel Pinto, chief executive at Stanhope Capital, says Brexit will stall investment into the UK until 2017.

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Brexit won’t affect the UK economy

Author: Bumblebee Design | Date: 19 Nov 2015

Will Hobbs, head of investment strategy Europe, Wealth and Investment Management at Barclays Wealth says that banks may well become a more attractive bet in the US as non-performing loans decline

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China: “It’s a win-win story.”

Author: Bumblebee Design | Date: 11 Nov 2015

Clare Coe Smith takes a close look at the new generation of the UHNW individuals in mainland China, and investigates the latest trends in the wealth industry

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It’s challenging to explain compliance requirements without upsetting clients’ sensibilities

Author: Bumblebee Design | Date: 11 Nov 2015

Glen Atchison, managing partner, and Chris Moorcroft, senior associate at Harbottle & Lewis, say that explaining compliance requirements to the influx of UHNWs from countries with less well established tax regimes, has become a key part of their role

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Diversity is the key to our success: accepting a religious blessing won us a client

Author: Bumblebee Design | Date: 11 Nov 2015

Michael Kay, managing director, office of the deputy chair – UHNW at RBC Wealth Management, also says that post-financial crisis, UHNW clients are worried about counter party risk.

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International clients with no UK connection seek to manage their wealth in London

Author: Bumblebee Design | Date: 11 Nov 2015

Sara Maccallum, senior partner at Boodle Hatfield, says incorporating a team member of the same generation helps when working with younger UHNWs.

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Convincing young UHNWs that they will die someday continues to be a problem

Author: Bumblebee Design | Date: 11 Nov 2015

Joshua Rubenstein, national chair of trusts and estates at Katten Muchin Rosenman, also says that it pays to come up with solutions for UHNW clients that are unique to them, instead of trying to shoehorn them into products.

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Dubai: Succession planning issues arise: dividing family empires between thirty and forty children

Author: Bumblebee Design | Date: 04 Nov 2015

Claire Coe Smith investigates the latest trends in the Dubai’s wealth industry.

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Sharia-compliant private wealth institutions see growth in female clientele

Author: Bumblebee Design | Date: 04 Nov 2015

Michael Williams, CEO of Bank of London and the Middle East, says that with the rise of women in the workforce, sharia-compliant private wealth institutions will move towards services that target women specifically.

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Middle Eastern investor advised on sharia-structured investment in UK private school

Author: Bumblebee Design | Date: 04 Nov 2015

Christopher Axford, partner at Druces, also says that one of the reasons for slow progress in the global standardisation of interpretations of sharia law is a growing number of scholars who all have their own interpretation on how the principles should be applied.

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Standardisation of Islamic legal opinion is preventing ‘fatwa shopping’

Author: Bumblebee Design | Date: 04 Nov 2015

Hamid Yunis, partner at Taylor Wessing, says that the UK’s efforts to boost the Islamic financial sector has made the UK an important centre of international sharia-compliant banking and wealth management.

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UK’s ‘conventional borrowers’ court Islamic banks for financing

Author: Bumblebee Design | Date: 04 Nov 2015

Fara Mohammad, director of Islamic Finance, Foot Anstey, says that sharia-compliant investments have been used to fund some of London’s largest developments, including The Shard, the Olympic Village, Harrods, and London’s Battersea Power Station redevelopment project that has secured a sharia-compli

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