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Comment, Analysis & Research

09/12/2017

Adviser Attitudes Report Reveals Financial Advisers are in High Spirits about Years Ahead

Whatever the outcome of the FAMR, the mere fact that it is a government instigated review with a primary objective of increasing access to advice, is significant in its own right.

09/12/2017

Positive action – the impact investing opportunity for IFCs

Guernsey Finance Deputy Chief Executive Kate Clouston said impact investing was now establishing itself within mainstream global finance

09/12/2017

Protecting your portfolio from inflation Cynthia Bowring, Sanlam UK

With higher interest rates anticipated in the future (albeit in the medium-term future), how do we alter our bond exposure to minimise interest rate risk?

09/12/2017

Why SFTR compliance is an opportunity for greater data insight by Paul Burleton, GFT

Clear driving principles of data ownership will be key in order to address data quality, timeliness and accuracy.

09/12/2017

St. James’s Place – 'Currencies continue to succeed amid geopolitical tensions'

Leading global stock indices were relatively unresponsive to the week’s events around the world

09/11/2017

Offshore jurisdiction status may strengthen London post-Brexit

Allen stated that clients fall into four categories when UK re/insurers and brokers are deciding whether they need a post-Brexit contingency plan.

09/11/2017

European banks at mercy of US regulators

The top 10 European banks have paid USD $13.25 billion in fines to US regulators since 2012.

09/11/2017

London retains place atop global financial centre index despite Brexit

The German city moved up to 11th in the league from 23rd last year.

09/11/2017

Sell warriors; buy wizards by Tim Price

“You think the odds look right, that they are in your favour ?

09/11/2017

Half of savers would not seek advice to help them invest sums under £25,000, despite many admitting a lack of knowledge holds them back

Execution-only has flourished over recent years for smaller clients.

09/11/2017

Coutts Monthly Investment Review & Outlook

The outlook for the global economy continues to be positive.

09/08/2017

Are you going to one of the world’s top millionaire-making schools this September?

The results may not be that surprising

09/08/2017

Old Mutual Wealth boss on replatforming lessons and ‘controlled advice’

He discusses the company’s approach to distribution, managing conflicts of interest, and ensuring suitability at restricted advice network Intrinsic.

09/08/2017

Organizations Deploying Artificial Intelligence Are Creating Jobs and Increasing Sales

Capgemini's Digital Transformation Institute research provides insights on the opportunities and benefits of artificial intelligence for organizations.

09/07/2017

Clients expect advisers to get best price on investments

Consumers are very savvy when it comes to saving money on big ticket household items like washing machines.

09/07/2017

An Unparalleled Approach to Wealth Management

We give individuals convenience, flexibility, and fund access traditionally reserved only for those with Family Office access.

09/07/2017

Russia's Sberbank CEO says situation in banking sector is stable

Sberbank has decided to reopen limits on Otkritie this week.

09/07/2017

HSBC leaves 1m businesses without bank managers

When times are tough, there's no replacement for help from a known and trusted bank branch contact.

09/07/2017

Fund Managers Are Mostly Taking the Hit on MiFID Research Costs

The regulators hope, will ensure they act in the best interests of their clients, rather than being induced by the offer of free analysis.

09/07/2017

RBI is “Best bank in CEE & CIS“

Also “Most innovative bank in CEE & CIS” as well as “Best product launch in CEE & CIS”

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