02/04/2022
Wellington Wealth: Why men come to us for advice
“I think it’s possibly because they feel more comfortable without having an alpha male opposing them."
Comment, Analysis & Research
02/04/2022
CaixaBank recognised for its leading role in international financing solutions
CaixaBank has also been acknowledged as "Best Confirming Bank in South Asia" at the same awards
02/03/2022
Beyond disclosure for high-risk investments: slow down and think
Investors surveyed recently by researchers for the FCA seemed to significantly underestimate these risks, with 45% of new self-directed investors not aware that ‘losing some money’ was a potential risk of investing.
02/03/2022
Zurich IAM targets WMs aged over 50 in recruitment drive
Marcuard Heritage says ‘60 is the new 40’.
02/03/2022
Edouard de Saint Pierre on building a strong future for the French market and the next generation
De Saint Pierre, who aims to turn France into the Group’s European flagship, has great faith in the next generation and partnerships with investment advisers.
02/03/2022
Boris Johnson and beyond: assessing the UK’s prospects
As a weakened Boris Johnson seeks to weather a damaging report into Downing Street parties, the country is grappling with a cost of living crisis
02/03/2022
Why you don’t need to worry about ‘The Great Resignation’
The Great Resignation is a term used to describe the large volume of workers who left and are leaving their current job as the Covid-19 pandemic eases.
02/03/2022
Wealthify boss: ‘We’re not competing against IFAs, we're resolving their issues’
Having built the company up through its direct-to-consumer channel, Wealthify decided to expand into the IFA market to reach more savers with smaller pots - typically those with £50,000 or less in savings at a flat fee of 0.6 per cent.
02/03/2022
BoE raises base rate to 0.5 per cent
The hike was expected by analysts, as the central bank had not made any moves to quell market speculation of a 0.25 percentage point rise.
02/03/2022
ECB behind the curve in responding to sharp rise in inflation
As per the last decade, global rates will be more linked to the ECB than the Federal Reserve, given its scale and magnitude versus others.
02/02/2022
Financial Lives 2022 survey
Only adults from households that have been randomly selected to receive an invitation letter from the FCA can participate in the Financial Lives survey.
02/02/2022
CII sets up exams action group as advisers report fresh problems
A number of financial advisers complained last week about issues around the verification process that candidates had to complete before beginning their exams.
02/02/2022
PM assembles new cohort of business leaders to turbocharge UK economy
Prime Minister Boris Johnson has launched a new Business Council following the two-year Brexit anniversary.
02/02/2022
House prices see fastest growth rate in January for 17 years
Nationwide said a deposit now constitutes a record percentage of a first-time buyer's salary.
02/02/2022
Vanguard remains top of investors’ Value rankings across 2021
Compiled every quarter by Boring Money, the figures are based on rankings provided by over 1,500 UK retail fund investors
02/01/2022
Tech IPOs raised a record £6.6 billion in 2021, double 2020 figures
126 companies raised £16.9bn through IPOs in London last year - the highest amount of IPO capital raised since 2007
02/01/2022
10 good reasons to place your trust in Switzerland
These have only been further enhanced in recent years and, for us, can be summarised into ten reasons for Switzerland continuing to be a highly attractive destination for those looking to establish suitable trust structures to manage and protect their wea
01/31/2022
Russian bank's bid to dominate as named 'strongest in Europe'
RUSSIA'S oldest bank has warned traditional banking will need to re-think its business model as it transforms into an 'ecosystem'.
01/31/2022
PFS founding member Batchelor on why he created a ‘non-profit platform’ for IFAs
The idea was to charge IFAs for the operating costs of the platform, getting rid of the need for clients to foot the cost of platforms’ profit margins.
01/31/2022
Alexander's Winter Letter 2022
My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.