11/03/2023
UK Equity Market in Crisis?
Wealth management firms are loath for their portfolios to look too different from their peers.
Comment, Analysis & Research
11/02/2023
One year on from the gilt crisis - what’s changed and what next?
The days of urgent LDI capital calls may, for the time being at least, be in the past.
11/02/2023
How international is the Swiss banking elite really?
Globalization has accelerated significantly since the turn of the millennium at the latest. Closely related to this is the discussion about the emergence of a global economic elite.
11/02/2023
Number claiming carer’s credits to boost state pension soars 84% compared to same period last year
The data also shows that there was a significant drop off in the number of claims made during the years of the pandemic which only started to recover in 2022.
11/01/2023
Evelyn Partners generated £1.8 billion of gross inflows in Q3, increased AuMA to £55.6 billion and saw Q3 operating income rise 7.8% year-on-year
Despite a challenging market backdrop, the group continued to generate significant new business and grow year-on-year operating income.
11/01/2023
FCA secures contract changes for buy-now-pay-later customers as more consumers use the product
The news comes as the FCA has secured further changes to potentially unfair and unclear contract terms for unregulated BNPL firms.
11/01/2023
Firms struggle to adapt to expectations of Gen Z
In this environment, employers who are looking to fill crucial roles have been clambering over each other to make themselves more attractive to talent than their competitors.
10/31/2023
After a peak in UK interest rates, what’s next?
This combination suggests that interest rates have peaked and we expect the Bank of England (BoE) to leave rates unchanged for a second consecutive meeting when its monetary policy committee next reports on 2 November.'
10/31/2023
Housing market remains muted but NS&I sees huge spike in deposits
Mortgage rates have been steadily dropping but they are still eye wateringly expensive.
10/31/2023
Money market report for the week ended October 27
ECB keeps interest rates unchanged
10/31/2023
Why Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 40 per cent this year, while rival Quilter has fallen by more than 15 per cent.
10/30/2023
Britain's wealth managers on the ropes as their own shares plummet
The biggest loser has been St James's Place, whose shares have dived by 44 per cent – or £2.6 billion – after the consumer duty regulations came into force in July.
10/30/2023
UK regions with biggest fall of wealth since COVID pandemic
The findings highlighted that the decline has not been distributed evenly across the country.
10/30/2023
Which region has suffered the most from UK’s £2.2 trillion fall in wealth?
This means that the decades-long wealth boom, supercharged by the era of super-low interest rates over the 2010s, has been brought to an end.
10/27/2023
Inflation eats away at wealth
The real value of fortunes has been eroding during the past two years at its fastest rate in more than four decades
10/27/2023
How understanding our psychology could help when investing
It can give us insight into our reactions and the impact our decisions can have when trying to get the most out of our investments over a period of time.
10/26/2023
October 2023 euro area bank lending survey
The net percentage of banks reporting a tightening moderated slightly compared with the previous quarter but was slightly higher than banks had expected in the previous quarter.
10/25/2023
Cash savings over the short term
In the current financial situation, with the background of ongoing wars, higher borrowing rates and the ongoing fallout from the Truss-Kwarteng budget there is an argument to be made for holding a higher proportion of short term savings in cash.
10/25/2023
Building the optimally sized equity portfolio of global leaders today
The test conducted indicated that 25-30 stocks is indeed enough to “diversify away” any statistically significant non-systematic risk from a given equity portfolio.
10/25/2023
Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients
Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.