10/23/2020
STEP survey shows trusts and estates business is riding out COVID-19 pandemic
The pandemic's effects have been unevenly spread around the globe.
Comment, Analysis & Research
10/23/2020
How Irish Funds responded to critical report on fund governance
"The extensive analysis and scrutiny which the CBI have undertaken over the last 18 months has importantly confirmed that the CP86 framework is appropriate and fit for purpose.”
10/23/2020
Predictions 2021: Wealth Management Firms Embrace Digital To Thrive
Beyond the pandemic, environmental crises such as wildfires in the western United States and global social unrest highlighted the importance of sustainability.
10/23/2020
US Election: Backing the Winner by Coutts
We get under the hood of our funds and portfolios to find what the US election result could mean for our investment clients
10/22/2020
UK borrowing set to reach record high
Economists polled by Reuters had on average predicted a rise in inflation to 0.5 percent.
10/22/2020
Top 100 Advisers 2020: The latest list of firms revealed
So this year, for the first time, our list has rewarded firms that are either chartered by the CII or accredited by the CISI at a company level.
10/22/2020
Global household wealth holds steady in 2020 despite economic turmoil
Estimates for Q2 2020 suggest that total household wealth is slightly up on the level at the end of last year, while wealth per adult is slightly down.
10/21/2020
5 minutes with… Nick Bland, Head of UK Client Services at Ocorian
At the same time, DB was building its offering in the fund space, with my group acting as a loan servicing middle office because we had the infrastructure to do so.
10/21/2020
Staying Home: How the Coronavirus Changed Consumer Behaviors and Company Valuations
What consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce.
10/21/2020
'Impenetrable glass ceiling' for Black workers in financial firms
Ruebik warned the situation was of particular note in London, where the firms where largely headquartered, which has an estimated 40 per cent black, Asian and minority ethnic population.
10/21/2020
Saudi Arabia investors eye Cyprus for investment
Cyprus and Saudi Arabia will benefit from closer and stronger trade and a foreign direct investment relationship that will amplify growth and prosperity in short and long terms.
10/21/2020
Gifting to family members soars but fears of post-COVID tax hikes are not the driver
Gifting to younger children will often come with restrictions
10/21/2020
Profile: ‘We are not here to build up the business and sell it’
Vermeer Partners’ group chief executive discusses career changes, sustainable growth and pitfalls of home working
10/20/2020
WeekWatch by St. James’s Place
While large technology companies are thriving throughout the pandemic, the overall health of the world economy is much more mixed.
10/20/2020
Wealthy Rothschilds Family Buy Into Bitcoin
This purchase was more than likely done for one of their private clients with this being just one of the many private institutions owned by Rothschilds.
10/20/2020
UK residential property: A window of opportunity | Perspectives from Singapore, Hong Kong and London
One agency reported that its Prime Central London sales for properties worth over £2 million were 85 per cent higher than the same period last year.
10/20/2020
The challenges of changing an employee benefits package
Which benefits, should you amend, and how? And is it ever worth cutting benefits?
10/20/2020
The impact of negative interest rates on law firms
In simple terms, that means it will become expensive for any of us lucky enough to have savings to actually hold onto our money.
10/20/2020
Global asset manager AuM tops $100 trillion for the first time
It also shows that, in the past decade, 232 asset manager names have dropped out of the ranking.
10/19/2020
Half of UK financial services staff want shift to flexible working
The research showed that the majority of employees still value their time in the office. Only 26 per cent of those surveyed said they want to work from home full-time in future.