08/16/2021
Diary of a Fund Manager - Half Time
August is a chance to decide on the priorities for the rest of the year and the year after which is why September and October can be volatile.
Comment, Analysis & Research
08/16/2021
New anti-money laundering rules took effect in the UK last year – but are they being adhered to?
In June 2021 the government published a new AML risk assessment specifically for art-market participants to assist them in identifying the key risk indicators in their businesses.
08/15/2021
Millions of pounds could be flowing out of the UK every week as a result of private equity firms' reliance on tax havens
Private equity firms claim they use them because it is an easier way to manage the array of companies they often own or fund around the world.
08/15/2021
UK employers have strongest hiring plans in over 8 years, survey shows
Earlier this month the Bank of England forecast that the unemployment rate would not rise beyond its current 4.8%, much lower than the peak of around 7.5% it saw earlier.
08/13/2021
Onwards and upwards: lessons learned over the past year
In June, we presented ‘back to the office’, discussing the challenges of home working and the implications of returning to the office for charities that have been mainly based at home.
08/13/2021
Philanthropy 2021: 'Doing Better at Doing Good'
Many philanthropic funders rose to the occasion and expanded their grants programmes to accommodate the uncertainty and increasing need.
08/13/2021
As GDP surges, Sunak hoping lockdown savings continue to be spent
Indeed, the UK was the fastest growing economy in Q2 compared to international peers, something that can be attributed to the huge initial success of the vaccination programme.
08/13/2021
How can you manage compliance more effectively in wealth management?
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
08/13/2021
One in four customers likely to switch banks due to ESG issues
ESG concerns are not only here to stay but will increasingly drive customer behaviour in the future, and retail banks must be at the forefront.”
08/13/2021
Central banks vs the data regulators
Who is on the hook when CBDCs get hacked?
08/13/2021
4 Venture Capital firms in Europe to watch out for in 2021
The first step for any business looking for venture capital is submitting a business plan, either to a venture capital firm or an angel investor.
08/12/2021
Global wealth industry can no longer ignore female investors
Latest figures suggest women will collectively hold $93trn by 2023
08/12/2021
Wealth Management Review 2021 – Sector Transformation
This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021.
08/12/2021
Over three in five Swiss asset managers plan to cut bond exposure as inflation persists
Seven in 10 (70 per cent) expect the level of default risk of corporate bonds in the US and Europe to increase over the next year.
08/11/2021
Digital entrants increase competition for mass affluent individuals, says GlobalData
In both Europe and the Americas, traditional banks, brokers, and financial advisors are preferred by most mass affluent individuals.
08/11/2021
Are Complex Corporate Actions Stunting Your Growth?
A lack of automation in corporate action processing will increasingly constrain growth whether organic or through acquisition.
08/11/2021
The end of the furlough: what it could mean for banks
Their latest numbers show losses increased in 2019 but alongside revenues also increasing substantially. Starling Bank even says it should reach profitability this year.
08/11/2021
Smith & Williamson MPS says alternatives offer best downside protection
The team has been using alternatives to provide diversification and protection in its more defensive portfolios, where it is overweight versus the benchmark, and will look to allocate further to the asset class in the next 18 months.
08/10/2021
Suicide Squad by Tim Price
Some things are forecastable.
08/10/2021
Fintech Sees Record-Breaking Levels of Investments
The level is a record start to the year, particularly in comparison to the pandemic-hit 2020, when investments for the entire year totaled $121.5 billion.