10/15/2021
What role does digitalisation play in the future of Wealth Management?
Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.
Comment, Analysis & Research
10/14/2021
Quarterly Market Update: Markets eye the next chapter
The investing environment became more challenging towards the end of the third quarter
10/14/2021
Pandemic precipitates new era of outsourcing
Working with relevant partners should be seen as the ‘glue’ that links all the trends driving the growth and evolution of the private client world together.
10/14/2021
Can UK handle a rate rise as economy rebounds?
August recovery flatters to deceive as questions remain over whether the economy is ready for higher borrowing costs
10/14/2021
Number of judges breaching annual allowance grows 239% since 2015/16 tax year
The consultation sets out that the JPS 2022 will be a tax-unregistered scheme, meaning benefits accrued in the scheme do not count towards either the annual allowance or lifetime allowance limits.
10/14/2021
On skin in the game by Tim Price
The campaign has split some of the leading firms in UK fund management over whether these disclosures aid good governance and help retail investors to make better fund choices
10/14/2021
SRA publishes report on anti-money laundering
Our anti-money laundering work
10/13/2021
Walker Crips CIO: the market is wrong about government bonds
Firms are trying to gain an edge through strategic asset allocation, and that requires use of stats and the understanding and measuring of risk.
10/13/2021
Ireland Budget 2022: government must act now on decarbonisation
The 2022 budget is marked by a strong carbon thread, and in introducing a carbon tax and related provisions
10/13/2021
UK economy creaking back to life
The creaking UK economy is taking its time to spring back to life.
10/13/2021
Investment Outlook and Market Comment by Toby Birch
Where this affects overseas markets stems from the company’s inability to service the latest interest payment on its offshore bond.
10/13/2021
CBDC and stablecoins: Early coexistence on an uncertain road
Cryptocurrency has been touted for its potential to usher in a new era of financial inclusion and simplified financial services infrastructure globally.
10/13/2021
Recovery During a Pandemic
Global recovery continues, but the momentum has weakened and uncertainty has increased
10/13/2021
Fiduciary Duty in the 21st Century: ESG, B Corps and a legal revolution
The sustainable- and impact-minded revolution, which incorporates concepts like ESG but also things like B Corporations, has gathered huge momentum in recent years.
10/13/2021
Can Demand Keep Pace With Record High Yield Supply?
Given the prospect of central bank tapering and ultimately interest rate rises are looming ever larger, it is no surprise dealmakers are trying to take advantage of attractive financing terms while they still exist.
10/13/2021
Deloitte to force 20,000 staff to use preferred DFM panel
Employees of the Big Four audit giant will have to select DFMs and advice firms on the panel, including SJP, for their personal investments.
10/13/2021
Is ‘crypto’ a financial stability risk? - speech by Jon Cunliffe
Jon Cunliffe looks at the impact of ‘crypto’ on the stability of the UK’s financial system.
10/12/2021
Former PFS chief warns financial fraud in families is overlooked
Specifically, the taskforce has asked the industry to “unite” under a common definition of intergenerational financial abuse in order to prevent it and, in cases where it can’t be prevented from the outset, reduce the harm it can cause.
10/12/2021
Remote or hybrid working expectations for firms
These expectations will evolve as more is understood about how firms intend to operate.
10/12/2021
Value of Guernsey-domiciled funds hits all-time high
“It also demonstrates the quality of investment managers in Guernsey delivering value to investors.