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Comment, Analysis & Research

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

12/11/2023

Hermes creates Europe’s biggest family fortune after spurning LVMH

Arnault told Puech, the family patriarch at rival Hermes, that his company had amassed shares in the maker of the iconic Kelly and Birkin bags.

12/11/2023

Billionaires accumulate more wealth through inheritance than entrepreneurship for first time

The report surveyed, for the second time, UBS billionaire clients around the world on the unique challenges and opportunities they face as stewards of great wealth.

12/07/2023

Ten Investment Convictions for 2024

The historical evidence argues against ruling out a recession, but we do not expect to see a severe US downturn this time.

12/07/2023

How to future-proof your family office

Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.

12/07/2023

BAT's £25bn write-down will flatter future results

As a result, share buybacks will be considered should the deleveraging of the business continue as planned.

12/07/2023

Insurance providers, tackle cybersecurity breaches with confidence

IQ-EQ has seen first-hand how clients can be impacted by such breaches, including a recent incident where an insurance distributor operating in the UK and EU sustained a data breach caused by ransomware.

12/06/2023

What should I do with my cash holdings?

Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.

12/06/2023

At Credit Suisse in the Mittelland, the ranks are thinning out

Meanwhile, research in the important Mittelland region shows that hardly anyone of the experienced private bankers from the taken over institution remains.

12/06/2023

10 million Switzerland: Bonanza for the real estate industry?

Switzerland's population is expected to increase by another million by the mid-2030s.

12/06/2023

Swiss property investors enter golden age despite ‘substantial risk’: UBS

Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.

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