05/04/2022
After a dismal first quarter of the year, the month of April only saw equity markets volatility increase / continue and proved to be the worst month for a bond/stock portfolio in over two decades. Here are 10 stories to remember from an eventful month.
05/04/2022
2022 is a risky year, in markets as well as the economy.
05/04/2022
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/04/2022
Robert Farago, Stephen Barnett, John Page, Ziad Abou Gergi and Thomas Wells will join the asset manager ahead of the company’s 19 upcoming fund launches.
05/04/2022
Recent re-balance
05/04/2022
While the macroeconomic outlook has indeed deteriorated, the media tends to aggravate the situation to maximise their audience.
05/04/2022
All the evidence suggests that the consumer is still in robust shape.
05/03/2022
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham.
05/03/2022
Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.
05/03/2022
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
05/03/2022
Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice
05/03/2022
The measures were first introduced at the start of March.
05/03/2022
Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.
05/03/2022
Recently acquired Majedie Asset Management to leverage Eze Investment Suite
05/02/2022
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.
04/30/2022
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
04/29/2022
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.
04/29/2022
Boris Collardi Joins EFG International
EFG achieved a solid operating result in the first three months of 2022,