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Comment, Analysis & Research

11/11/2022

Embracing private markets: Moonfare’s 2022 Family Office Survey

After a period of relative calm, many family offices now find themselves trying to realign existing portfolios while simultaneously seeking to bring the mandates of the new generation of families into reality.

11/11/2022

Quilter Autumn Statement predictions and commentary

The alignment of rates would mean they at least double for all tax bands

11/11/2022

How should investors behave during market turbulence?

Instinct to sell is understandable, but it is important to remember that ‘investments rise and fall’

11/10/2022

Very last chance: We are looking for the financial word 2022

At the beginning of the year, numerous investors suspected that it was only a matter of time before the global financial markets corrected sharply in the course of the interest rate turnaround.

11/09/2022

Quilter’s Henry: Why it’s better to be early when calling the end of the bear market

The investment manager says younger investors that are quick to buy the dip could have the correct strategy.

11/09/2022

Europe offers plenty of opportunities

eration is taking the helm in Europe and few people were expecting an energy crisis.

11/09/2022

UBS Outlook Switzerland – Wages are lagging behind inflation

This is due to the expected sharp downturn in the Swiss economy and a moderation in inflation.

11/09/2022

2008 versus 2022: are we set for another Global Financial Crisis?

Below we compare today’s environment with where we stood prior to the 2007-2008 Global Financial Crisis (GFC) across eight prominent macroeconomic metrics.

11/09/2022

Working for UBS and CS: The work-life balance suffers

Wages are traditionally considered to be the decisive factor.

11/07/2022

Monthly Update: When Will The Big Interest Rate Hikes End?

Some markets seemed a little less spooked by rising inflation and interest rates recently. Here’s why…

11/07/2022

Bank of England predicts inflation to be 7.9% by Q3 next year: Here’s what that means for the state pension

As a result, Quilter has calculated how much the state pension might be this year and next if the triple lock stays in place.

11/07/2022

More than 138,000 properties in England and Wales owned by offshore companies

Research shared with the Guardian also shows offshore holdings in London are worth a combined £55bn

11/04/2022

Bank of England predicts inflation to be 7.9% by Q3 next year: Here’s what that means for the state pension

Quilter has calculated how much the state pension might be this year and next if the triple lock stays in place.

11/04/2022

BoE raises base rate to 3%: what this means for mortgages, debt and savings

The Monetary Policy Committee’s 7-2 vote in favour of the 0.75% hike – the biggest jump in more than 30 years – shows the Bank is still very serious about easing inflation, currently at a 40-year-high of 10.1%, back towards its target of

11/04/2022

FCA cracks down on 4,000 rogue financial promotions

The FCA said it had seen several cases involving unauthorised firms and individuals seeking to take advantage of the rising cost of living.

11/03/2022

Nationwide House Price Index: Prices fall 0.9% as high inflation and soaring borrowing costs take their toll

Average house price now stands at £268,282

11/03/2022

UK gender wealth equity lags Europe at retirement

“In general, as in other regions, the gender-based wealth disparity is largely a result of pay gaps and delayed career trajectories,” the report said of Europe.

11/02/2022

Stonehage's Gerrit Smit: Why Accenture is our metaverse pick

The metaverse may feel like the early days of the internet, but the direction of travel is far from certain, writes Gerrit Smit.

11/02/2022

12% of Brits receive unsolicited pension transfer approach

‘Cost-of-living crisis might be a route in for scammers’

11/02/2022

Chubb's Integration Engine, Chubb Studio, Expands Tech Features, Growing Revenue and Increasing Value for Partners

Chubb unveils expanded Chubb Studio integration features; embedding insurance even faster and easier for Chubb partners

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