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Comment, Analysis & Research

11/16/2023

Number claiming Pension Credit soars 75% on back of government campaign

A pension credit is worth over £3,500 a year on average.

11/15/2023

Addleshaw Goddard: Financial Services and Banking News

The sectors covered are asset managers; asset owners; banks

11/15/2023

UK inflation sharply falls in October to 4.6% but pain not over yet

Official figures show inflation down from 6.7% in September

11/14/2023

Nucleus CEO: 'I tend to stay around and eat my own cooking'

Since becoming chief executive of the business after the integration with James Hay, Rowney said he was intrigued by his reputation as a 'change manager'.

11/14/2023

EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team

Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.

11/14/2023

Guidance for private capital investors in the UK corporate real estate market

We have set out our views on what should be the top priorities for other investors l

11/14/2023

US earnings growth should underpin equities in 2024

The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.

11/13/2023

Britain's £260 Billion Trust Industry Is in Rapid Decline

Fundraising has dropped, sector is underperforming the broader market

11/13/2023

FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.

11/13/2023

Channel Islands to benefit from family office outsourcing boom

The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.

11/13/2023

New report highlights latest trends in private wealth sector

The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.

11/10/2023

Generali top performer in the .Sustainability ranking by Lundquist

Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.

11/10/2023

Advisers switching fee structures in reaction to Consumer Duty fair value

With 3% of firms still in noncompliance

11/10/2023

UK employers want to improve the employee experience of benefits

While many employers acknowledge shortcomings in their current benefit strategy, the majority have committed to making changes to positively improve the employee experience.

11/09/2023

Disappointment as pensions omitted from King’s Speech

This is likely to be the last parliamentary session before the General Election, and the current government has been consulting on a long list of initiatives.

11/09/2023

Economic challenges leave advisers with concerned clients

Advisers say they are experiencing increasing demand for client support

11/08/2023

Why London is still calling the world's wealthy

Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.

11/08/2023

Global equities: time in the market rather than timing the market

The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.

11/08/2023

People in UK are overall less happy than before pandemic, ONS finds

Measures of wellbeing have fallen and anxiety increased, but Outer Hebrides bucks trend

11/08/2023

Openness beats fragmentation - speech by Andrew Bailey

Given at the Central Bank of Ireland’s 2nd Financial Services Conference, Dublin

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07-15-2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

07-17-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

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07-17-2025

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07-18-2025

A new chapter of leadership at CPW

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

JP Morgan Private Bank hires investment team head in Zurich

07-18-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

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07-18-2025

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Stronger growth and new product developments at radicant

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