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Comment, Analysis & Research

08/30/2024

Lowest euro zone inflation in 3 years sets up ECB for cut

The ECB has started winding down a two-year campaign against high inflation that followed the brisk reopening of the economy after the COVID-19 pandemic and Russia's invasion of Ukraine.

08/29/2024

Futureproofing asset management: Key strategies to succeed

Implementing a consistent data model that allows for flexible reporting without compromising data integrity is essential.

08/28/2024

Quilter Cheviot lowers fee for nominee MPS

The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.

08/28/2024

Survey: 71% wealth owners retain assets in one country

The survey reveals that 47% of family wealth consists of financial assets.

08/28/2024

Reflecting on recent times – speech by Andrew Bailey

Given at The Federal Reserve Bank of Kansas 2024 Economic Symposium, Jackson Hole, Wyoming

08/28/2024

‘Island of stability’: Is the UK now one of the best investment zones?

Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.

08/28/2024

The latest move: EFG Harris Allday joins 103 Colmore Row

Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.

08/28/2024

27 Swiss athletes will compete in the Paris 2024 Paralympic Games with the support of REYL Intesa Sanpaolo

REYL Intesa Sanpaolo has been supporting Swiss Paralympic, the umbrella organisation for Swiss paralympic sport, since 2019.

08/28/2024

Planning ahead for budget changes: “Difficult decisions” means making smart financial choices

While it's important not to make rash decisions, understanding how CGT works and anticipating possible changes can help you plan more effectively.

08/28/2024

Changing of the guard - introducing Michael Bluthner Speight

I started off as a solicitor in private practice nearly 21 years ago

08/23/2024

Five sustainable investing blog posts to read now

This post explores what the election results of 2024 might mean for our fast-warming planet.

08/22/2024

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

08/21/2024

Labour policies will enhance economic growth, according to global fund manager survey

The respondents said political stability and the subsequent attractiveness to overseas investors was likely to be a main driver for this expected growth.

08/20/2024

Global Custody: an offer from Eastern Switzerland is shaking up the market

Everyone knows each other in the market for depository banking services.

08/19/2024

Ireland tops rankings of best citizenships for HNWs

The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity

08/19/2024

SJP, Fidelity and Liontrust top ‘dog funds’ list while ESG struggles remain

The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.

08/16/2024

Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership

This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.

08/16/2024

Over a third of adults using Isas to save for retirement

LV= added “there are times when it may be better to opt for an Isa over a Sipp to top up pension income.”

08/13/2024

Solving the solvency jargon

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

08/13/2024

Fall in pension credit recipients highlights vital need for pensioners to check eligibility

It is an incredibly important benefit targeted towards the poorest pensioners in the country.

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EFG to partner with Capital Group to enhance investment solutions offering and opportunities

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02-18-2026

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02-17-2026

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02-18-2026

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02-17-2026

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

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02-20-2026

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

02-20-2026

The Board of Directors of CaixaBank proposes to the Annual General Shareholders’ Meeting the re-election of Tomás Muniesa as a director

02-20-2026

Boston Multi Family Office Announces the Appointment of Head of Compliance

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Statement on notifications relating to admissions to trading and recent changes to the UK Listing Rules

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