12/21/2020
The Way We Live Now
In this outlook, we don’t focus on the past, rather, we look ahead at what we believe will shape the investment landscape in 2021 as the global economy recovers from one of the worst recessions on record.
12/21/2020
In this outlook, we don’t focus on the past, rather, we look ahead at what we believe will shape the investment landscape in 2021 as the global economy recovers from one of the worst recessions on record.
12/18/2020
Lessons need to be learned and recommendations acted upon to ensure that future failings like this do not occur.
12/18/2020
As homeworking rumbles on for another few months, fund houses are questioning whether new recruits will be able to learn on the job in the same way as their predecessors.
12/17/2020
Although a rotation to more cyclical sectors and regions has led us to tilt our top-down advice slightly in their direction, we are not yet confident enough to bet on these 'new' winners or against the reigning champions.
12/17/2020
Most British adults, however, do expect to pass on most of their wealth to family and loved ones.
12/17/2020
Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.
12/17/2020
In the UK Brexit news has weighed heavily, but the end of 2020 brings a glimmer of hope to investor.
12/17/2020
Citigroup Saudi Arabia and Goldman Sachs Saudi Arabia acted as joint bookrunners and joint brokers on the transaction.
12/17/2020
The result is that the consensus for risk assets is very bullish.
12/17/2020
From remote to hybrid
12/17/2020
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/16/2020
As part of the shake up, James Goldstone and Ciaran Mallon took over as co-managers of the funds.
12/16/2020
29% of women think having a financial adviser of the same gender is desirable, compared to just 1% of men.
12/16/2020
This would either limit FSCS levy increases to a more manageable level or, potentially, reverse FSCS levy increases altogether.
12/16/2020
Managers take a number of different approaches to shadowing.
12/16/2020
FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group
12/15/2020
Outstanding Prime Brokerage, Hedge Fund and Private Equity Administration providers honoured, along with innovators, ones to watch and individuals.
12/15/2020
With Brexit behind us and COVID clouds clearing, we could see a revival of fortunes for UK equities.
12/15/2020
All of us at Punter Southall Wealth send our best wishes to you and your families, and hope that you have not been badly affected by recent events.
12/14/2020
Research reveals that dissatisfacton over inequality varies between countries according to whether affluence is derived from capital or income