08/17/2020
The rise of the titans
Unlike active funds, passive funds are designed to match the components of a financial market index – such as the S&P 500 – in the belief that the market will outperform any individual stock in the long term.
Comment, Analysis & Research
08/16/2020
Pressure grows on P2P sector as investors pull funds
A number of peer-to-peer lenders have collapsed, including Lendy, FundingSecure and Manchester-based Collateral.
08/14/2020
Saffery Champness Charities Briefing - August 2020
As fundraising activities have been cancelled and funding has dried up, many staff have been placed on furlough.
08/14/2020
How to bolster your investment income should a second wave hit
This would not be welcome news for investors banking on a swift economic recovery.
08/14/2020
‘Open’ sign finally goes up at new wealth management operation
Four months of video calls, digital onboarding, and PPE planning later, and the branch is finally opening its doors to the people of Liverpool.
08/14/2020
SS&C Advent Honored in Waters Rankings 2020 Awards
In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru
08/14/2020
How pay in 16 wealth roles differs across the UK
Idex’s 2020 UK Salary Guide for wealth management compiled pay ranges across a wide variety of roles across different regions of the country.
08/14/2020
What the Covid-19 shock teaches bond investors
Bond markets were extraordinarily volatile during the corona crisis.
08/14/2020
Furlough and the Coronavirus Job Retention Scheme: latest guidance for UK employers
Employers will be able to claim the JRB from February 2021
08/14/2020
People need advice more than ever
But we still need a face-to-face element, even by virtual means
08/13/2020
Fund Pricing Explained
Understanding how fund prices are calculated and when they are published can be useful when viewing valuations or deciding when to put money in or take it out.
08/13/2020
The Quick and the Dead by Tim Price
If you want to be incarcerated for murders you never committed, you need the help of police officers willing to ‘feed’ you information about those crimes
08/13/2020
Interacting with customers in the "New Now"
How is the COVID-19 pandemic changing the way companies and customers communicate?
08/13/2020
Covid-19 impact: UK job losses hit decade-high, worse seen ahead
Mounting job losses are expected as Britain winds down its job-retention scheme, which has covered around one in three private-sector jobs. It is due to close at the end of October
08/13/2020
Firms prepare for ‘worst’ recession in UK history
The UK suffered the worst GDP fall during the second quarter out of any other G7 economy, confirming the fact that hard times lie ahead on the road to recovery following the Covid-19 pandemic.
08/13/2020
Private Banking and International Environmental Goals – Aligning Misalignment
Reaching international environmental goals needs financing, and private banks have their hand on a significant lever guiding where finances flow globally.
08/12/2020
All change in Sanlam Income study as UK dividends tumble
Liontrust’s Income fund has regained its top spot on Sanlam UK’s twice-yearly study on the UK equity income sector.
08/12/2020
UK crashes into record recession after 20.4% slump
The Office for National Statistics confirmed the news a day after it was announced that employment had fallen at the fastest rate in a decade.
08/11/2020
Stock Take by St.James's Place
Buoyed by companies like Microsoft, Facebook, Amazon and others, its rise shows how the damaging effects of coronavirus aren’t felt by all companies equally.
08/11/2020
Hearts of glass by Tim Price
The French King Charles VI was one of the higher profile victims of the illness, and he would reportedly wrap himself in blankets to prevent his buttocks from breaking.