04/04/2022
Former family office expert at UBS switches to consulting
Gerwert advises entrepreneurial families on setting up family offices and managing their assets.
Comment, Analysis & Research
04/04/2022
The Spring Statement: some help in response to the “cost of living crisis” as the OBR downgrades growth and revises inflation higher
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
04/04/2022
The Tiger
“The cave you fear to enter holds the treasure you seek.”
04/03/2022
NatWest examines £3bn bid for Tilney Smith & Williamson
Tilney Smith & Williamson is owned by buyout firms Permira and Warbug Pincus and it manages more than £57bn.
04/01/2022
Migrating your funds to Guernsey – an on-island view
Investment managers with a global portfolio of funds are choosing Guernsey to migrate away from other financial service locations and Guernsey firms to provide a full suite of administration services to these migrated businesses.
04/01/2022
Are you ready for higher interest rates?
Forget ‘lower for longer’, a more fitting mantra for our personal finances is ‘higher much sooner’
04/01/2022
Russian VTB Europe: exodus of board members
Two of them because, as British, they are no longer allowed to hold office because of sanctions in their home country, two because, as Ukrainians, they no longer want to.
04/01/2022
Equities: selectivity is a must
Equities remain an asset class of choice, but selectivity is more important than ever in a tough economic climate. UBP’s experts share their thoughts on key themes.
04/01/2022
Advisers must watch clients closely during volatility
Recent research by Morningstar found that the link between geopolitical conflicts and investment markets is weak.
03/31/2022
A Story of Extremes
Such an increase in yields was seen just before the 1987 crash, during the LTCM fiasco in 1998, in 2000 before the dot com crisis and ahead of the Global Financial Crisis.
03/31/2022
UK house prices see strongest rate of growth since 2004 despite ongoing crisis
How the housing market truly reacts to the current circumstances will not be seen for a few more months.
03/31/2022
Striking ‘digital gold’: Hedge Funds and the lure of Cryptocurrencies
The hedge fund industry is no stranger to the asset class, as it makes its way into the mainstream, at a rapid rate.
03/31/2022
The road to enhanced payments - speech by Victoria Cleland
The role of central banks in providing core payments infrastructure is crucial.
03/31/2022
EBRD sees war on Ukraine causing major growth slowdown
It forecasts sturdier growth across its regions of 5 per cent in 2023.
03/31/2022
Being Hyper Proactive in the era of Hyper Change
Investment Managers need a technology system that allows to react quickly and promptly
03/31/2022
Why won’t anyone talk to me?
No one shared my response which was: if you need to contact me please pick up the phone…I can’t be alone surely?
03/30/2022
Can wealth managers adapt to an increasingly ESG-aware investor?
Portfolio managers are used to being in a position of power, where knowledge about investments is concerned, but the wholesale embrace of sustainable or ethical investing by their investors means they will, in time, erode this knowledge gap.
03/30/2022
Outsourcing provides a ‘strategic advantage’, say wealth managers
Around 83% of wealth managers who participated believe outsourcing can provide an advantage to their business.
03/30/2022
London retains its crown in the Schroders Global Cities Index 2022
London has held on to the top spot in Schroders Global Cities Index for the second year in a row.
03/30/2022
Reliable partners – speech by Ben Broadbent
He stresses the importance of understanding that the path of policy will depend on how the outlook for the economy evolves.