Can you trust a trust?

The trust is the oldest of all of the entities currently used in international financial planning. Some say it dates back to Roman times, but it certainly dates back at least to the time of the Crusades, when it was used to protect the estate of the knight or Lord who went to fight in … Read more

China Ready to Invest Offshore

BALTIMORE, Nov. 29 /PRNewswire-FirstCall/ — T. Rowe Price today announced it has won a U.S. equity mandate from the National Council for Social Security Fund (SSF) of the People’s Republic of China ready. This is the first time that the SSF has partnered with non-Chinese investment managers and marks the initial step into investing offshore. … Read more

deVere & Partners and Deutsche Bank

The deVere & Partners Group, the world’s largest offshore Financial Advisory Firm, and Deutsche Bank today announced that they have established a global strategic alliance. Under this alliance, Deutsche Bank will provide deVere Advisors access to proprietary investment funds and strategies which hitherto have been either unavailable to offshore investors or in some cases entirely … Read more

Gasping for Air up there

The S&P 500 has run 170 points (13.8%) essentially unabated since July’s low of 1230. It’s as if the market earns brownie points each day for setting new multi-year highs, just as an alpha male earns brownie points for flattering remarks toward his girlfriend. The problem here is that the air up here is getting … Read more

IFCs—Financial Ports of Call

What offshore and international financial centers would you like to know more about? There are dozens of them, offshore centers that were but are not; offshore centers that never were; offshore centers that don’t admit it; offshore centers for some; offshore centers that might be; the good, the bad, and the ugly. Write the us … Read more

What is Fueling the British Interest in Overseas Investment

British bargain hunters for overseas investment are fuelling a boom in house prices across the world as more and more look to overseas property as a secure investment option. It is estimated that at least 350,000 British choose to turn their backs on the UK every year and that already around 8% of the country’s … Read more

Best Sell-Side Analysts

Placing three analysts a piece, T. Rowe Price ($294 billion in assets under management) and Wellington Management Company ($544 billion) lead Institutional Investor’s 2006 The Best of the Buy Side, a ranking of the industry’s top buy-side analysts as voted by 470 sell-side analysts from 80 firms. Placing three analysts a piece, T. Rowe Price … Read more