09/08/2022
Helvetia suffers from volatile financial markets
The insurer has announced its results for the first half of the year.
Comment, Analysis & Research
09/07/2022
Hargreaves’ CEO Hill takes £800k pay cut after targets missed
Chris Hill’s total pay fell 29% to £1.9m for the 12 months to the end of June from £2.7m in 2021, according to the firm’s annual report for the financial year.
09/07/2022
Responsible Investment sector review – a tough time for responsible investors
We look at the headlines and trends dominating the Responsible Investment sector, the latest analysis from our research team and how our Wealth Shortlist picks have performed.
09/07/2022
Quilter retains status as signatory of the FRC’s UK Stewardship Code
The code is recognised globally as a best-practice benchmark in investment stewardship
09/07/2022
House prices edge higher but new PM unlikely to make sweeping housing reforms
The housing market has shown resilience in the face of one of the worst cost of living crisis many will have ever experienced.
09/06/2022
Tyndall Investment Management: Re-evaluating the FTSE 250
The good, the bad and the ugly in the FTSE 250 all have a ‘fair value’ and it has become clear to me that as a collective, the index trades comfortably below that line
09/06/2022
Investing in private markets: Why and how
That’s why they’re so much in demand and their capacity for further growth remains unabated in the current economic and financial environment.
09/06/2022
UK economy on brink of recession as Truss takes over, figures show
Activity in manufacturing and services fell last month as businesses struggle with soaring costs
09/05/2022
Key challenges facing the UK’s new prime minister
A cost-of-living crisis, industrial unrest, fears over energy supply and the ongoing headache of Brexit - these are just some of the crunch points facing Boris Johnson’s successor.
09/05/2022
The Most Expensive Purchase You Will Ever Make
“We have reached the state where the private sector is that part of the economy that the government controls and the public sector is that part that nobody controls.” - Pedro Schwartz, Spanish economist.
09/02/2022
Company succession in Switzerland: Emotions complicate handover planning
The study analyzes the planning and handover process in detail, scrutinizing in particular the chronological sequence of steps in the succession process.
09/02/2022
Monthly Update: UK Inflation - Cooking on Gas
As UK CPI forecasts turn even more pessimistic, the economy comes under increasing pressure.
09/02/2022
Commodities: Buy the dip
Parts of the commodity complex have pulled back since June on fears of global recession.
09/02/2022
How the policies of the Conservative leadership finalists will impact personal finances
Draft proposals reported a few weeks ago revealed Truss was focusing on stemming the huge numbers of doctors exiting the NHS due to punitive pension tax.
09/02/2022
Where Credit Suisse's Missing Billions Lie Dormant
Credit Suisse officially intends to comment on any adjustments to its corporate strategy at the end of October.
09/02/2022
House prices cool as colder weather draws in
This is a phenomenal rise and while this represents a positive for home movers, first time buyers who already had the cards stacked against them face an even more difficult route to homeownership.
09/01/2022
Private banking: millennials’ top 5 expectations
This is especially true for HNWI millennials – likely current and future private banking clients – who comprise a rapidly growing cohort.
09/01/2022
Credit Suisse’s «One Bank» Model at Risk this Week
The uphill battle for Credit Suisse's «one bank» model – an integrated business approach involving multiple in-house entities including the private and investment bank – is getting steeper.
09/01/2022
French bankers get more holiday but are too scared to take it
The results suggest that bankers everywhere who think Paris-based jobs are the promised land when it comes to R&R and beach holidays might be disappointed when they move there and discover the opposite.
09/01/2022
Thinking about tax around a divorce
If you’re splitting up with your spouse or civil partner, it’s important to consider the tax implications when you’re dividing your assets