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Comment, Analysis & Research

04/20/2017

Charles Stanley to build on asset management overhaul - Christopher Aldous

The world is changing very quickly and Charles Stanley is no longer a group of little businesses.

04/20/2017

Managers Look to Profit From the Growing Popularity of Systematic Investments in Europe

Knowing local differences will give them a vital edge when developing distribution and marketing strategies

04/20/2017

Russia’s richest tycoons see collective wealth leap $100bn

Corporate stakes make up most of the richest people’s assets, meaning their wealth is subject to large fluctuations.

04/20/2017

Soft Brexit sterling bulls are misguided, warns Julius Baer

The pound has climbed 2.3 per cent against the dollar so far this week, its best performance since November and is up over 1 per cent against the euro.

04/19/2017

UK snap election call catches markets off guard

Investors should act now to safeguard and grow their wealth against a shifting wider geopolitical backdrop

04/19/2017

Real Brexit talks will only start after UK general election in June

It's about negotiating the deal, about getting the right deal from Europe.

04/19/2017

St. James’s Place – "Investors cannot afford to ignore politics"

. This completes the picture of a European summer dominated by national elections in its three largest economies

04/18/2017

Lloyds Berlin Choice Shows How Minor This Post-Brexit Passporting Problem Is

All that is necessary to regain those passporting rights is to have one single office of the right kind within the rEU's 27 countries

04/18/2017

More culture, less recruiting: How UBS plans to grow

If you focus too much on recruiting as your main source of growth, people may ask: Where is there loyalty?

04/18/2017

The only three words that count by Tim Price

The Yale Endowment, under the management of its Chief Investment Officer David Swensen (author of two highly recommended books on investing

04/18/2017

Dominic Johnson, chief executive of boutique asset manager Somerset, expects sector to thrive after Brexit

The NCI has around 50 members, who between them manage around £400bn of assets.

04/18/2017

Appetite for Private Equity Co-Investment Growing

Institutions' desire to be more involved at portfolio company level spurring the trend

04/18/2017

Schroders’ Kelly: Value problems with ETF ‘sausage machine’

Ian Kelly, manager of the Schroder Global Equity Income fund, warns that investors in value-oriented tracker funds may not be getting the right exposure.

04/18/2017

Cascading housing wealth benefits one in four millennials

He claimed the government was compounding this problem with products like the Lifetime Isa.

04/18/2017

Guernsey ready to work with new UK government

He believes the news will have little impact on the Brexit negotiations.

04/18/2017

Advisers shrug off concerns over impact on pension policy

But advisers responded with defiance.

04/17/2017

‘If past history was all there was to the game, the richest people would be librarians’ – Warren Buffet

Whilst we are fortunate to encounter history on a daily basis, we can also shape our own pockets of history for future generations, thus leaving them with the best opportunity to prosper. I spoke to Patrick Haines, our Regional Director in the South, to

04/17/2017

How the sun went down on UK’s retirement dream

Brexit threatens pensioners abroad and those who stayed put for fear of losing friends and moving in their 60s are thanking their lucky stars

04/17/2017

Theresa May to quit in MONTHS? Shock claim PM will step down after Brexit concludes

Mrs May is arguably one of the most popular Prime Ministers in British history

04/17/2017

Bold CFOs will reign over Brexit

But there is a difference between filtering useful information from noise and simply waiting to see what happens.

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