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.
Comment, Analysis & Research
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
09/01/2022
Lowest-paying employers least likely to have financial wellbeing strategies
This makes the efforts of employers to enable financial wellbeing all the more important.
08/31/2022
BoE Money & Credit report: Mortgage lending dips while consumer borrowing soars
Borrowers who secured killer two-year deals in 2020 when rates were still at record lows are set for a hefty increase if their fixed rate is expiring soon as interest rates are currently averaging 4%.
08/31/2022
A fairer measure of Britain’s wealth
Peter Danielian disputes a claim that the UK is the sixth-richest country in the world
08/31/2022
Morningstar busts myth that smaller funds outperform
Research giant’s report finds that the bigger the fund, the better its performance is likely to be, though strategies investing in smaller companies can sometimes be an exception.
08/31/2022
World’s first investment trust set to enter FTSE 100 - what does it mean for investors?
Passive vehicles will also continue to add to their weighting, assuming investment trusts are part of their remit, and thus we could see share prices be supported by these ‘forced’ buyers.
08/30/2022
Paradigm shifts keep testing markets
Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.
08/30/2022
European markets head for tepid open as investors monitor recession risks
At a top central bankers’ conference, Powell signaled higher interest rates would likely persist in a bid to tame soaring inflation.
08/30/2022
Verona Kenny: Is running your own portfolios stealing your profits?
Every element of the value chain is scrutinised and is often why advisers choose to manage their own model portfolios; with no involvement from a third-party provider, costs are kept low, and advisers are able to keep their own fees lower for their client
08/29/2022
EBRD supports Ukraine electricity company with €97.3 million of finance
The EBRD has pledged to invest €1 billion this year in supporting the Ukrainian economy, with risks shared with donors and partners.
08/29/2022
Storm Season
“You think I'm crazy? Well, listen up, there's a storm coming like nothing you've ever seen, and not a one of you is prepared for it.” - Curtis LaForche (Michael Shannon), ‘Take Shelter’.