02/03/2023
EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’
Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY.
Comment, Analysis & Research
02/03/2023
London’s litigation financiers primed to profit on global downturn, Therium chief says
Litigation funders bankroll lawsuits, on a ‘no-win, no fee’ basis, with a view to taking a cut of any winnings.
02/03/2023
Asset and wealth management sector is struggling with digital transformation
This finding is in stark contrast to other industries, where digital transformation and a focus on digital experience as a differentiator has become paramount to customer happiness and business survival.
02/02/2023
The FCA and Practitioner Panel joint survey for 2023 launches
The results are presented to the Practitioner Panel and our Board and will be published in summer 2023.
02/02/2023
Geopolitical tensions creating challenges for Swiss firms – though high proportion moving into new business areas despite crises
Credit Suisse publishes 2023 SME study on how geopolitical tensions are creating challenges for Swiss firms
02/02/2023
ECB behind the rate rise curve as inflation continues to bite
European economies are holding up okay in the face of inflation and rising rates, but the spectre of recession remains ever present in today’s environment.
02/02/2023
BoE raises rates again, but green shoots of positivity emerge
It continues to say inflation will drive policy decision, but the data is looking encouraging.
02/02/2023
Warning of ‘marked slowdown’ in mortgage lending from Santander UK chief as bank’s profit creeps up two per cent
The bank forecast that net interest margin in 2023 would remain higher than 2022 reflecting further base rate increases.
02/01/2023
Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’
Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.
02/01/2023
Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim
44% of Gen-Z savers believe they can source valuable information on social media
02/01/2023
UK – Does an iterative approach mean less contractual certainty?
This opens the way for more creative and commercial approaches to contractual interpretation but comes at the cost of contractual certainty. Further details are set out below.
02/01/2023
UK gambling with £5.5trn inheritance as more than half don’t have a will
Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.
02/01/2023
Value’s resurgence: flash in the pan or here to stay?
With investors wondering whether value’s outperformance of the last two years can be sustained, Ben Arnold looks at three key questions at the heart of the debate.
01/31/2023
Half of adults believe financial advice is for the wealthy
The survey found that young people between the ages of 18 and 34 were most likely to agree that it should be easy to invest without needing professional financial advice.
01/27/2023
Aviva Investors, Invesco, Abrdn to hire in growth areas, shun ‘sweeping’ job cuts
Despite mass layoffs in other sectors, some of the City’s largest asset managers are still selectively hiring
01/27/2023
Swiss fund market shrinks 13.7% in 2022
Flows remained muted throughout the year, and by December 31 the industry had seen net outflows of 5 billion Swiss francs.
01/27/2023
7IM previews retirement income solution linked to platform
They can then select different types of products based on these incomes and expenditures to see what the client would end up with.
01/26/2023
Why one MPS boss is sticking with Terry Smith
Our view is that he has added a lot of value for our clients over a long period of time.
01/26/2023
Should investors increase allocations to fixed income?
Avoiding the traps in the asset class was the ‘biggest bullet to dodge in 2022’ EmailFacebookTwitterLinkedInPrint
01/26/2023
Older generations ‘bridge gap’ to embrace impact investing
Furthermore, more than half said sustainable investing is bridging the gap between younger and older generations, and almost 70% reported sustainable investing is being embraced by the generation in charge of the family’s wealth.