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
Comment, Analysis & Research
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
12/15/2023
Property price crash in 2023 saved by lack of stock with softer landing more likely now next year
The rapid rise in interest rates coupled with the huge spikes in the cost of living coming from both food and energy prices made for a troubling outlook.
12/14/2023
Supporting many of the world’s leading families and wealth creators across generations and geographies
Sportspeople benefit from holistic family office approach
12/14/2023
UK home to more of Europe’s most successful companies than elsewhere
Monzo and Revolut are among the fastest-growing companies by revenue in Europe, Amply's Aisling O'Toole writes
12/14/2023
Increased client demand presents an untapped opportunity for advisors to capitalise on investing in ‘passion’ assets in 2024
There is a solid understanding from advisors on the positive attributes of investing in passion assets, as well as a belief that they are expected to deliver solid investment returns over the next five years.
12/13/2023
Waystone goes live with Milestone Group’s oversight platform
The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients
12/13/2023
FCA writes to firms about the treatment of retained interest on customers’ cash balances
The amount of interest earned by some firms has increased as rates have risen.
12/13/2023
Wage growth dips and unemployment holds steady as BoE poised to hold rates higher for longer
The Bank of England’s next interest rate decision is just days away, and the future of interest rates is becoming ever harder to predict.
12/13/2023
UK GDP contraction piles pressure on Bank of England
Calls for rate cuts are likely to grow stronger should this sort of economic data persist.
12/13/2023
KPMG comments on today’s GDP data
“Economy set to weather the downturn over the remainder of the year” says Yael Selfin, Chief Economist at KPMG UK.
12/12/2023
UBS Real Estate Costs Jump After CS Takeover
The British business newspaper makes reference to a report submitted on Friday to the US Securities and Exchange Commission.
12/12/2023
French central bank sees fourth quarter growth of 0.1%
It had previously estimated growth this quarter at 0.1-0.2%.
12/12/2023
COP28: A debate in the desert that cannot hide an unstoppable trend
Investment in clean energy overtook investment in fossil fuels five years ago and today significantly exceeds it.
12/12/2023
UK wage growth slows as unemployment remains steady
Averaged 7.3% in Q3