05/17/2023
Working together across the client journey
For instance, perhaps they’re receiving an inheritance, going through a divorce, selling a business, downsizing, or even just holding lots of wealth in cash.
Comment, Analysis & Research
05/17/2023
Sionic ‘Consumer Duty Market Insights’ Survey 2023
The survey was issued to a cross-section of participants in the wealth management and private banking sectors.
05/16/2023
Earnings season: What does it tell us?
Earnings season not only tells investors how well companies have performed over each quarter, it also paints a picture of future performance too.
05/16/2023
Ninety One UK Sustainable Equity added to Wealth Shortlist
The fund’s positive impact approach makes it different to other funds in the IA UK All Companies sector, and to other responsible UK equity funds.
05/16/2023
Commodities: a structural allocation for the next decade?
Our analysis shows that commodities are a better hedge than bonds in inflationary environments, and multi-asset investors should re-consider commodities as a strategic holding in portfolios.
05/15/2023
UK dodges recession fears again, but remains on resuscitation table
While avoiding a recession should be welcomed, the alternative isn’t exactly something to get excited about unfortunately.
05/15/2023
Goldman Sachs resignation letter: Understaffing is part of the model
On balance, it's clear that Kleinlugtenbelt valued his time at Goldman and considers the firm a special place.
05/15/2023
Should I Pick a Fund That Reinvests or Distributes Dividends?
Gulping, you sip your tea and open a Google tab.
05/15/2023
Go East
Having previously nailed its colours to the mast of sub-2% inflation in 2024, now apparently we are all doing far too well, spending too much money and slacking off work.
05/12/2023
UBS prioritises Credit Suisse investment bank integration and cost cuts
Decision on Swiss domestic unit expected with months
05/12/2023
Spring Budget 2023: what does it mean for UK inbound businesses?
The indications are that the UK will narrowly avoid a technical recession in 2023.
05/12/2023
How do higher interest rates help to lower inflation?
Interest rates and inflation are closely linked. Higher rates will help to bring down inflation.
05/11/2023
Money: A Question of Purpose and Trust − speech by Carolyn Wilkins
Given at OMFIF global annual Digital Monetary Institute symposium
05/11/2023
Nearly a quarter of clients 'anxious' about ongoing inflation
Clients value reassurance from advisers during cost of living crisis
05/11/2023
Evelyn Partners joins with Flagstone to give clients access to platform offering multiple deposit accounts
Flagstone International Limited is regulated by the Jersey Financial Services Commission.
05/11/2023
Generating consistent returns with SMID caps
In return, the partnership enables UBP’s clients to access a world-class equity specialist with a twenty-year track record of consistently delivering alpha across a range of market conditions and cycles.
05/11/2023
Diversity at the top makes banks better
Other banks that did already have diversity policies in place have raised their targets.
05/10/2023
Our latest luxury London property insight
What happened in Q1 and where might the market go from here?
05/10/2023
Aviva pays £374 million in Group Protection claims during 2022
Last year’s Group Protection claims payment is the equivalent of paying out more than £1million to employees and their families every day across group income protection, group critical illness and group life insurance claims.
05/10/2023
Four questions for equity investors to consider on credit risk
Equity investors increasingly need the mindset of a corporate bond investor amid the regime shift in interest rates and inflation.