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Comment, Analysis & Research

12/21/2023

Fraud prevention and security – your questions answered

Our security team and external UK Finance expert Paul Maskall answer your questions on the best security processes and how we keep our clients safe from potential fraud.

12/21/2023

Inflation drops giving BoE less daunting task of reaching 2% target next year

Despite today’s drop, the broader economic picture remains complex, marred by stagnation and subdued growth prospects.

12/21/2023

Seasonal tips for getting self-assessment right and completing that tax return by 31 January

If you do not have a tax adviser to prepare your return for you, Toby Tallon, tax partner at Evelyn Partners has the following seasonal UK tax return tips.

12/20/2023

No one must be excluded if our sustainability transition is to succeed

We all know the world will eventually have to move away from fossil fuels, the main cause of the climate crisis.

12/20/2023

'We want to bring wealth conversations to the kitchen table'

A lot of people think the wealth creator is the client but wealth isn’t created in isolation, there is an ecosystem which has enabled it.

12/20/2023

Schroders Global Investor Study 2023: UK savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainty

The Study also provided further insights into the various options being explored by UK investors in order to achieve their expected returns.

12/20/2023

Oil slips from OPEC+’s grasp – where will prices head from here?

Oil slips from OPEC+’s grasp – where will prices head from here?

12/20/2023

‘Major surprise’ as inflation falls more than expected to 3.9%

Consumer prices index rose by 3.9% in the 12 months to the end of November, down from 4.6% in October.

12/19/2023

Schroders UK Financial Adviser Survey 2023

Advisers feel the impact of Consumer Duty as clients grow bearish and brace for further disruption in 2024

12/19/2023

Lombard Odier partners with Women in Finance research programme

The distinguishing feature of this five-year programme is its human resource-focused approach.

12/19/2023

Online luxury retailer Farfetch is getting a last-second, $500 million tug out the mud

Left behind in the rescue deal from South Korea's Coupang is Farfetch's hope of buying its top rival

12/19/2023

For Gen X, a 'dream retirement' is a long shot

The next generation to be retiring has a lot of catching up to do

12/19/2023

Scalding reminder after hottest summer on record

The scale of the challenges created by climate change and the associated risks has spurred a host of decarbonisation commitments by governments and companies.

12/19/2023

One in five financial advisers unsure how to help budding philanthropists

Half of those polled by the Charities Aid Foundation say this is due to a lack of available training

12/18/2023

How wealth managers can invest for a nature-positive future

Proactively introducing nature positivity into portfolios is one way for investors to get ahead of shifting regulations, swings in public sentiment, and the impacts of a changing natural world.

12/18/2023

“Italy is a country of entrepreneurs" - Stephen Kamp and Alberica Brivio Sforza illustrate the importance of this strategic market

The wealth and asset management firm, founded in 1796, has always been one of the points of reference for entrepreneurs and their families, to whom it offers a wide range of services, from made-to-measure wealth management to succession consultancy.

12/18/2023

Put down your bags in the land of sustainability with DELSEY PARIS – interview with CEO, Davide Traxler

It has anticipated the evolution of uses and trends thanks to a culture of innovation that lies at the heart of its DNA.

12/18/2023

Retirees still caught off guard by inflation impact

It also said that pension providers should look to strengthen the information they provide on inflation in their customer information and education resources.

12/18/2023

Asset management giant opens door for US-style exec bonus structures

It noted that there had been an increased push towards remuneration structures that are more closely aligned to US-style pay

12/15/2023

The weekend starts here − speech by Dave Ramsden

Given at Deloitte, London

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