10/09/2020
True Potential in hiring spree as 58 join since lockdown
It follows a record year for True Potential in 2019, with group profits rising from £35m in 2018 to £48m.
Comment, Analysis & Research
10/09/2020
Advisers on waiting list amid paraplanning boom
"We have large IFA firms using our bespoke full back office service whereby they have no or little staff and we work solely as their head office."
10/09/2020
Investment sector fears major restructure and staff cuts
This was also the case when looking at the future of recruitment in the UK.
10/09/2020
Coutts Quarterly Update: A Recovery For All Seasons
Then many regions, including the UK, reintroduced measures to slow an increasing coronavirus infection rate towards the end of the quarter, and we saw noticeable falls in some markets.
10/08/2020
Global Economics Intelligence executive summary
As China returns to near-normal activity, many economies experience an industrial revival led by manufacturing and trade; the public-health crisis remains an impediment to faster growth.
10/08/2020
David Thomas: ‘Advisers do have a degree of power over fund managers’
Seneca boss explains the role the firm’s multi-asset value funds can play in DFM portfolios
10/08/2020
Has the pandemic transformed financial advice for the better?
So the impact of the crisis on the financial advice industry goes beyond market volatility and its impact on investments - redefining, perhaps permanently, the role advisers play in their client’s lives.
10/07/2020
Bank of Spain chief warns crisis might be deeper than worst-case scenario
In this context, De Cos also urged broad political and social consensus to cope with the economic fallout from the Covid-19 disease as a political spat over how to tackle the crisis is escalating.
10/07/2020
Taking change in your stride: Jersey’s National Risk Assessment of Money Laundering
The NRA is a key step towards our next assessment by MONEYVAL, which uses the FATF recommendations as its starting point.
10/07/2020
UK financial services firms turn cautiously optimistic
“While it is reassuring to see business volumes begin to stabilise in a sector so vital for the UK’s recovery, financial services isn’t out of the woods just yet,” Rain Newton-Smith, the CBI’s chief economist, said.
10/07/2020
Do the Brexit trade talks matter for investors?
The negotiations are rightly attracting lots of attention, but investors in UK companies should put the outcome into perspective.
10/06/2020
Negative rates in UK? How to protect yourself if Bank takes interest rates below zero
The main risk for savers is that, if rates do go negative, the return on cash – already paltry – could also turn negative. At the very least, negative rates would mean they are unlikely to rise anytime soon.
10/06/2020
Almost half of UHNW families do not have a structured process for identifying risk, says Stonehage Fleming survey
Almost a quarter of respondents identified failure to engage the next generation as a key risk.
10/06/2020
Resilience in a time of uncertainty by Nick Strange
This will help firms to implement strategic solutions which address common challenges.
10/06/2020
Top tips for effective remote meetings
The anticipated shift is not limited to the balance of roles, but will also impact how salespeople across various roles interact with advisors.
10/05/2020
Eurozone meltdown: €1trillion gap exposed as Brexiteers highlight why EU needs UK deal
"The difficult bit, which involves member states assuming legal liability for each other’s debt, has not yet been completed.
10/05/2020
Swiss bank advice to investors .. “buy gold now!”
its history, but it has witnessed declines in recent times with profit-taking and liquidation in the market to cover positions in the stock markets that witness sharp fluctuations.
10/04/2020
Coronavirus triggers borrowing spree by private equity managers
Demand surges for bespoke loans to ensure leveraged strategies survive health crisis
10/02/2020
Hedge fund administration – past, present and future
The decision to outsource drove immense economies of scale through central platform administrators providing gold-standard financial technology, experienced back-office and accounting teams and complex valuation modeling.
10/02/2020
ONS figures reveal precarious state of financial wellbeing in young adults
The ONS study proves that children have a decent grasp on the power and purpose money so it is only right we tap into that and teach them the skills they need to have a positive relationship with money.