10/06/2022
Monthly update: Currency comes into focus
The pound’s recent plunge should be taken in the context of a strong dollar
Comment, Analysis & Research
10/06/2022
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
10/06/2022
The best sustainable investment opportunities for right now
Many people invested in those because of what the companies did, or promised to do. Companies that were untested business models.
10/05/2022
What Does the UK Gilt Market Volatility Mean for Pension Scheme Governance?
Gilt yields had been headed upwards before the mini budget and arguably political actions accelerated that trend.
10/05/2022
A billion here, a billion there, and pretty soon you are talking about real money
How to escape bear market
10/05/2022
Annuities set for comeback as rates soar: Six retirement planning consideratio
With weakness in equity markets and turmoil in bond markets, it is a difficult time for those trying to plan their retirement finances. Silver linings to the financial clouds can be tricky to identify but one is visible in the form of massively higher ann
10/05/2022
Rising rates – a game changer for banking stocks?
In Europe, market volatility has also exposed vulnerabilities in some individual names. Below we weigh the arguments for becoming more positive on a long unloved sector.
10/04/2022
Leonteq is now recognised as a benchmark administrator under the European Benchmarks Regulation
This will allow the company to grow its activities beyond the traditional structured products business.
10/04/2022
PwC announces record global revenues of US$50 billion
Our people give their time and skills every year to support the communities where they live and work, supporting organisations from small local charities to national and global NGOs.
10/04/2022
Fund giants gate UK property withdrawals on pension run
The redemption halt comes as pension funds pull money in a perfect storm of a weakening real estate market, and a fall in other assets.
10/03/2022
Ethnic Minority Businesses could add £75 billion to the UK Economy
To mark Black History Month, Diversity Equity & Inclusion Consultant, Sharniya Ferdinand, describes how the report she helped create, Time to Change, is championing wealth creation in minority communities.
10/03/2022
Forward: guiding our clients through the storm
For investors there is no immediate end in sight to this uncertainty.
09/30/2022
Cost of living bites as people start ‘raiding’ their pensions
There will also inevitably be lots of parents or grandparents who are taking some income from their pensions to help younger generations get by,” he added.
09/30/2022
The key to unlocking your ‘golden source’ reporting data
Through careful automation these firms can save a lot of time each reporting cycle and thus be in a better position to report more frequently.
09/30/2022
Rates, recession, risk: building portfolio resilience
The Fed’s inflation fight comes at a cost.
09/30/2022
Ten private equity terms you need to know
We unpack ten private market terms that are fundamental to understanding the asset class.
09/30/2022
Are ‘luxury collectibles’ the next big thing in alternative assets?
The latest asset class to experience a seismic shift in its popularity is the collectible asset, with investors attracted by some of the staggering returns achieved in recent years.
09/30/2022
FNZ invests in The Hokus Platform to strengthen life insurance offering and accelerate expansion across France and Luxembourg
The Hokus Platform which will be fully integrated into the FNZ platform, offers a range of digital solutions that allows wealth managers, private banks, and family offices to manage the contracts of life insurance providers from a single digital platform.
09/30/2022
Ex-Credit Suisse Chairman Urs Rohner: Guilt Without Atonement
Rohner spent five years on Credit Suisse's Group Executive Board and twelve years on the board of Switzerland's second-largest bank, during which time it slid deeper and deeper into crisis.
09/29/2022
Doubts About a Credit Suisse Brain Drain
The news that two senior bankers departed Credit Suisse was making the rounds in the media yesterday and today and was taken as yet another sign of further trouble at the beleaguered bank.