10/30/2023
Which region has suffered the most from UK’s £2.2 trillion fall in wealth?
This means that the decades-long wealth boom, supercharged by the era of super-low interest rates over the 2010s, has been brought to an end.
Comment, Analysis & Research
10/27/2023
Inflation eats away at wealth
The real value of fortunes has been eroding during the past two years at its fastest rate in more than four decades
10/27/2023
How understanding our psychology could help when investing
It can give us insight into our reactions and the impact our decisions can have when trying to get the most out of our investments over a period of time.
10/26/2023
October 2023 euro area bank lending survey
The net percentage of banks reporting a tightening moderated slightly compared with the previous quarter but was slightly higher than banks had expected in the previous quarter.
10/25/2023
Cash savings over the short term
In the current financial situation, with the background of ongoing wars, higher borrowing rates and the ongoing fallout from the Truss-Kwarteng budget there is an argument to be made for holding a higher proportion of short term savings in cash.
10/25/2023
Building the optimally sized equity portfolio of global leaders today
The test conducted indicated that 25-30 stocks is indeed enough to “diversify away” any statistically significant non-systematic risk from a given equity portfolio.
10/25/2023
Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients
Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.
10/25/2023
Deloitte – a job engine in Switzerland
This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.
10/25/2023
‘Increased admin’ sees Sipp operator IPM increase fees
The property purchase fee will increase from £450 to £550 + VAT, and the borrowing fee will increase from £450 to £550 + VAT.
10/24/2023
Fitch upgrades Leonteq to "BBB"
According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise
10/24/2023
UBS Launches Investment Banking Data Analysis Team
James Arnold, currently in charge of UBS' Strategic Insights Group in London, will co-head the new unit with Rick Faery
10/23/2023
Global billionaire tax could yield US$250 billion, EU researchers say
Billionaires’ personal tax in the US is estimated to be close to 0.5 per cent and as low as zero in otherwise high-tax France, the EU Tax Observatory said
10/23/2023
Thinking of passing on your business to the Next Gen?
Considering succession.
10/23/2023
What is the state of the London property market in 2023?
Leading property agents tell Spear’s that international UHNWs still want homes at the very top end of the super-prime market, while a reduced development pipeline may protect prices for the next few years
10/23/2023
European Banks’ Bumper Profits Overshadowed by Global Tensions
Investors will be watching for forward-looking comments on greater competition for deposits and mortgages across the region, which has been partly driven by central bank rates soaring from almost zero to the highest in decades to curb inflation.
10/20/2023
M&G UK property fund closes: Will the last one out of daily-dealt property funds, please turn off the lights?
This combined with a general lack of interest in the sector from investors, plus the overhanging threat of FCA regulation, has driven management to throw in the towel.
10/20/2023
Research shows likely cost of living hit to Christmas spending
KPMG research shows consumer intention to cut back on buying gifts, groceries and socialising.
10/19/2023
Cyber risks and operational resilience: getting prepared − speech by Elisabeth Stheeman
Given at the London School of Economics
10/19/2023
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
The United Nations predicts 33% of the world’s population will be over the age of 50 by 2050.
10/19/2023
Deglobalisation, decarbonisation and demographics: how they’re going to reshape the investment landscape
What global institutional investors are telling us about some of the major issues currently influencing markets