12/17/2020
Wealth Management: Market Perspective - Rothschild
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
UK adults aim to spend or give away their money before they die
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
Five funds for an optimistic 2021
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
Are markets too complacent? Eye the consensus with caution – Graham Wainer
The result is that the consensus for risk assets is very bullish.
12/17/2020
The Future of Work
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
Invesco CIO on the progress made post-Barnett
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
PIMFA calls for FCA fines to contribute to FSCS until long term solution to the levy is agreed
This would either limit FSCS levy increases to a more manageable level or, potentially, reverse FSCS levy increases altogether.
12/16/2020
Key considerations for evaluating shadow services options
Managers take a number of different approaches to shadowing.
12/16/2020
Greater than the sum of the parts - excellence through collaboration
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
12/14/2020
Explore the key findings of our market study, 'Asset Servicing Innovation: Are We in the Perfect Storm?'
12/14/2020
Despite bleak outlook for interest rates, savings-rich Europe still has deposit options – at least for retail consumers
12/13/2020
Asset and wealth management revolution: The power to shape the future
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.