05/25/2021
While the majority of financial advisers (64%) say affected clients are aware of the IHT freeze, only 11% say their clients fully understand how the change could impact them, highlighting the need for advice.
05/25/2021
As corporate sustainability claims proliferate in the Covid era, how can firms avoid accusations of greenwashing? And what should they do if they're called out for making false green claims?
05/25/2021
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.
05/25/2021
How should investors reposition their portfolios in the face of heightened inflation risk?
05/25/2021
Peter Hargreaves and Stephen Lansdown feature on slimmer Sunday Times 2021 Rich List which pegs Schroder family wealth at £5.2bn
05/25/2021
The value of homes sold in 2021 is expected to reach £461bn ($654bn) – up 46% year-on-year, and 68% compared with 2019.
05/24/2021
Pension freedoms: how they came at a price
George Osborne’s reforms offered us choice to save, invest, or spend our pensions. What happened next?
05/24/2021
The tried and tested route into Europe post-Brexit
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over half a century.
05/24/2021
UK Infrastructure Bank - Financial returns v Building back better, fairer and greener
HMT’s policy document issued in March 2021 set out some key principles around how UKIB will operate - Policy Design of the UK Infrastructure Bank.
05/24/2021
81% of financial services employees do not want to return to the office full-time
A move to a hybrid working model seems to be the preferred choice among all areas of the organisation.
05/24/2021
Guernsey Private Investment Fund attracting tech sector
Reference Fund is a fund of funds structured as a Guernsey limited partnership, which targets investments with a global coverage (China, Israel, Europe and USA) in Seed stage technology focused funds.
05/24/2021
Four Pillars of Capital: A time for reflection - 2020
83% of respondents already applying ESG principles to their investments said Covid did not alter their approach despite its devastating impact.
05/24/2021
Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.
05/24/2021
Data analysis: The competitive advantage in wealth management
Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.
05/24/2021
Cryptic Markets
At the end of the week, the authorities cracked down still further on the mining and trading of Bitcoin.
05/24/2021
Some managers soared up the rankings while others fell down, depending on the success of their strategies in 12 months of unprecedented turmoil.
05/24/2021
The pandemic hasn’t changed the demographics of an ageing population, or the fact that people will always need financial planning.
05/23/2021
How will COVID-19’s lasting effects shape what’s ahead?
05/21/2021
Extending the ‘no gain no loss’ window to the end of the tax year two years after the separation is a positive step and should prevent CGT difficulties cropping up unexpectedly.
05/21/2021
The pandemic has turbocharged a range of pre-existing trends that are changing the way of doing things across many economies.