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Comment, Analysis & Research

03/28/2023

The wealthy are beginning to feel responsible, so what will they do next?

Now in its ninth year, it also reported that 36% of the wealthy wanted to demonstrate that family wealth can be invested for positive outcomes, a 13% rise compared to 2021’s results.

03/28/2023

EFG publishes agenda for its Annual General Meeting 2023

As previously announced, Susanne Brandenberger and Steven Jacobs are not standing for re-election at the forthcoming AGM.

03/28/2023

Inflation fails to boost Ocado Retail's results

It will also have easier comparatives following a weak end of 2022 and beginning of this year.

03/28/2023

Inflation and supply chain fears easing, but global economy continues to face uncertainty

KPMG Global Economic Outlook - H1 2023

03/28/2023

Private wealth emerging as the new frontier of alternative assets fundraising — Preqin reports

Larger fund managers lead the way in the private wealth space with billions of dollars already

03/28/2023

Andrew Bailey: BoE ‘very alert’ on inflation and ready to hike rates again

Following the speech by the Bank of England governor, the British Retail Consortium announced food inflation hit 15% this month, the highest on record.

03/28/2023

Leading family businesses best at building trust

A new paper from PwC suggests that a 71% majority of family businesses reported growth in their latest financial year, while 43% reported double-digit growth.

03/27/2023

Central banks tread cautiously in the face of banking stress

Central banks in the US, eurozone, Switzerland and the UK pressed ahead with rate rises this month in the face of banking stress.

03/27/2023

Diversity, an expanding area: EU and UK policy moves

Diversity is a compliance concern at two levels, the higher one being potential breaches of anti-discrimination laws set by countries and, for its member states, the EU.

03/27/2023

26% of British women have no formal pension savings

Education around retirement pots ‘needs to be improved’

03/27/2023

Bank crisis: How four leading DFMs are positioned

The issues in the US banking space appear more idiosyncratic than systemic at this point in time but it is important to remember how these concerns can spread like wildfire.

03/27/2023

Spring hope sees UK evading recession

The UK’s economic prospects are looking up.

03/24/2023

Billionaire Zara Founder Races to Spend His Ever-Growing Bounty

Spain is the only European Union country with a full-on wealth tax, forcing Ortega’s family office to rapidly invest dividends in order to skirt the levy.

03/24/2023

The Rich Are Getting Richer – But Is The Wealth Gap Worse In Europe Or The US?

At the same time, the cumulative wealth of the top ten billionaires in the UK has grown from £48 billion in 2009 to £182 billion in 2022 - an increase of 281 percent.

03/24/2023

Inflation, running out of money and lack of savings greatest risks to clients

Additionally, 45% of advisers said making poor decisions on accessing benefits with being unable to fund social care (19%) were also worries.

03/23/2023

Rathbones expects high inflation to continue despite OBR prediction

Global trade as a percentage of GDP is roughly where it was 15 years ago, as is international investment,” said Coombs.

03/23/2023

Inflation data puts BoE in difficult position as case for hikes is strengthened

But with this inflation reading, the picture is incredibly clouded and the case for further rate hikes is strengthened.

03/23/2023

Leadership, strategy and resilience − speech by Afua Kyei

Given at World Finance Forum, InterContinental London - The O2

03/22/2023

From Pillar to Post: Between Switzerland's Banks

A look at the top ranks of the banks shows which managers are well-versed in both cultures.

03/22/2023

Regime shift: central banks will prioritise inflation over growth

Inflationary pressures mean monetary policy must be tighter and more restrictive than it has been in the recent past.

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