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.
Comment, Analysis & Research
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
10/18/2023
Resilient year for Bellway, but tough mortgage market significantly weakens outlook
Management also note that there is a wider range of outcomes than normal, suggesting that things could be better or worse, depending largely on where mortgage rates go to.
10/18/2023
What pension pot is needed for a long retirement? Living 'comfortably' from 67 to 100 requires £638,000 - and careful planning
Even the prospect of a 100-year life is becoming a more likely reality for a growing number of people.
10/18/2023
One-third of UK adults are now using BNPL
45 per cent of respondents in Clearpay’s research said they found BNPL less stressful than credit cards
10/18/2023
‘Stubborn’ inflation could see state pension rise 8.5%
Rising prices for motor fuel made the largest upward contribution to the change in the annual rates.
10/18/2023
September inflation figure profoundly impacts NHS pensions
The final salary link to pensionable pay, once seen as a beneficial tether to pay progression, is increasingly restrictive following many years of sub-inflationary pay awards.