11/22/2023
Baillie Gifford: Our Managed fund became ‘over attractive’ to advisers
Assets in the firm’s multi-asset flagship have dropped from over £9bn at the height of the pandemic to around £5bn now, after the ‘hot money’ from advisers dried up.
Comment, Analysis & Research
11/22/2023
Greater personalisation may encourage greater saving and investing in UK although there are limits to how much, PIMFA research finds
The research sought the views of those that described themselves as advised investors, DIY investors and non-investors.
11/22/2023
Transaction R&Co strengthens its regional presence with the opening of an office in Bordeaux
This signifies our commitment to providing differentiated and highly specialised advice in the region.
11/22/2023
European real estate: capitalising on market dislocations
As liquidity is unlikely to recover to the levels seen in the past six years, investors in the sector will be looking at longer holding periods and could turn to private lenders to increase their risk-adjusted returns.
11/22/2023
UK risks squandering early net zero leadership
Recent months have seen criticism mount for Prime Minister Rishi Sunak, who has been accused of backsliding on many of the government’s previous climate commitments.
11/21/2023
Five Key Questions on the draft UK financial regulatory diversity and inclusion rules
The Regulators have collaborated on the draft rules to ensure consistent application to dual regulated firms.
11/21/2023
Novia founder and former CEO Bill Vasilieff dies aged 68
Chair of Soderberg & Partners
11/20/2023
How I invest: 3 SIPP millionaires talk portfolios
The theory is that this rule allows you to take a steady 4% stream of income while maintaining sufficient funds that can be used to provide an income in future years.
11/20/2023
How FLOA became the leader in the split payment market?
Focus on these solutions presented during our “Pa(y)ving The Way” event in Brussels dedicated to payments.
11/20/2023
Yikri wins European Microfinance Award 2023
Yikri wins European Microfinance Award 2023 for its commitment to addressing the complex challenges of food security and nutrition in Burkina Faso
11/20/2023
SJP, L&G, LSEG ‘barely achieving compliance’ on modern slavery
Charity fund manager CCLA threatens to vote against firms that fail to engage on modern slavery
11/17/2023
Schroders Personal Wealth
But it does suggest the BoE may be bringing inflation under control.
11/17/2023
Banking or asset managers? Which UK shares should I buy?
Our writer weighs up the possible value on offer from UK shares in two different sectors and explains why he’s currently invested in only one of them.
11/17/2023
Private Markets being Transformed through innovative investment Vehicles
Offering access to alternative assets is now essential for financial institutions wanting to stay ahead of the curve.
11/17/2023
SPW: Sharp drop in inflation in October 2023
But it does suggest the BoE may be bringing inflation under control.
11/17/2023
Defaqto CEO Q&A: ‘AI provides a world of opportunity’
John Milliken says the advisory market should be more data-driven
11/16/2023
Regular pay dips slightly but annual growth in wages still highest since records began
This small deceleration in regular pay points to the impact of previous interest rate decisions by the Bank of England
11/16/2023
Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse
'This war of words against SJP and its advisers was getting out of hand'
11/16/2023
The CLIC® Chronicles - a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability
In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.
11/16/2023
Are UHNW families too discreet for their own good?
‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’