08/18/2020
Bridging the Gap
60% of the advisers we surveyed said they had turned away prospective new clients in the last 12 months, which provides a reasonable indication of the size of the current advice gap.
Comment, Analysis & Research
08/18/2020
Key Things You Need To Know by St. James's Place
The decision left thousands of people scrambling to book the last remaining tickets out of the country, adding to fears of a second wave of the pandemic.
08/18/2020
European real estate investment is top priority for Hong Kong HNWIs, says new survey
The findings of the survey are an encouraging sign that Cyprus is able to generate significant foreign investment and that the economy will continue to thrive.
08/18/2020
Third of wealthy to buy small firms to kickstart economy
The research looked at how the wealthy had amassed wealth and what they want to do with their money.
08/17/2020
Schroders to allow thousands of staff to work from home in milestone for City
Britain's largest listed asset manager has fired the starting gun on the end of City life
08/17/2020
Latest banking customer satisfaction results published
Introduced by the CMA, the survey gives customers the chance to see how their banks have performed over the last 6 months since February 2020.
08/17/2020
Hong Kong, UAE, and Indian buyers push prime London property market to busiest in over five years
Domestic UK applicants are dominated by high-net-worth buyers and tenants working in finance and law.
08/17/2020
French and German financing needs exceed value of ECB’s bond buying program – Citigroup
As such, one may expect government bond yields to extend their recent rise.
08/17/2020
‘Do not glorify the recovery’, Zurich IAM warns
‘While the financial markets make us believe that we are back to normalcy, it is important not to glorify the observed recovery,' the outlook read.
08/17/2020
The rise of the titans
Unlike active funds, passive funds are designed to match the components of a financial market index – such as the S&P 500 – in the belief that the market will outperform any individual stock in the long term.
08/16/2020
Pressure grows on P2P sector as investors pull funds
A number of peer-to-peer lenders have collapsed, including Lendy, FundingSecure and Manchester-based Collateral.
08/14/2020
Saffery Champness Charities Briefing - August 2020
As fundraising activities have been cancelled and funding has dried up, many staff have been placed on furlough.
08/14/2020
How to bolster your investment income should a second wave hit
This would not be welcome news for investors banking on a swift economic recovery.
08/14/2020
‘Open’ sign finally goes up at new wealth management operation
Four months of video calls, digital onboarding, and PPE planning later, and the branch is finally opening its doors to the people of Liverpool.
08/14/2020
SS&C Advent Honored in Waters Rankings 2020 Awards
In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru
08/14/2020
How pay in 16 wealth roles differs across the UK
Idex’s 2020 UK Salary Guide for wealth management compiled pay ranges across a wide variety of roles across different regions of the country.
08/14/2020
What the Covid-19 shock teaches bond investors
Bond markets were extraordinarily volatile during the corona crisis.
08/14/2020
Furlough and the Coronavirus Job Retention Scheme: latest guidance for UK employers
Employers will be able to claim the JRB from February 2021
08/14/2020
People need advice more than ever
But we still need a face-to-face element, even by virtual means
08/13/2020
Fund Pricing Explained
Understanding how fund prices are calculated and when they are published can be useful when viewing valuations or deciding when to put money in or take it out.