09/19/2024
Advised investors less vulnerable than wider UK population
Dynamic Planner’s analysis revealed 41% of advised investors assessed have a health condition or illness.
Comment, Analysis & Research
09/19/2024
Latest results from the Decision Maker Panel survey - 2024 Q3
Annual own price inflation among firms in the DMP has continued to decline gradually since the start of the calendar year.
09/18/2024
FCA: we want to partner with industry to tackle crime
She highlighted “collaboration and a collective effort” were key to tackling fraud saying the FCA could not “do it alone”.
09/18/2024
Robeco Switzerland exec ‘not surprised’ by lack of female PMs
The gender of a fund manager should be irrelevant but it is often not.
09/18/2024
Over 25% of HNW Baby Boomers lack savings for later-life care costs
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/18/2024
Luxembourg Ucits funds gained from impressive rebound
New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.
09/16/2024
UBS shifts focus away from corporate bonds as yields drop, risks increase
Corporate bonds have rallied over the last two years
09/12/2024
Firms encouraged to explore new approaches to increase pension engagement
The research also sought to test effective touchpoints for engaging consumers about their pensions.
09/12/2024
RBS: Scottish economy maintains momentum, but manufacturing struggles
Expectations for the year ahead outlook for activity continued to strengthen across Scotland’s private sector in August.
09/12/2024
The art of bending without breaking – banking on operational resilience
The common denominator of all these risks is that they affect all of us: from Asia to the Americas, from Africa to Europe.
09/11/2024
Financial stability at your service − speech by Sarah Breeden
Based on remarks given at Wharton-IMF Transatlantic Dialogue, Washington DC
09/11/2024
Private sector activity growth remains driven by services firms, according to latest Royal Bank of Scotland Growth Tracker
Expectations for the year ahead outlook for activity continued to strengthen across Scotland’s private sector in August.
09/11/2024
Value-creators beat the fade
Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.
09/11/2024
UK economy's momentum halted, as weak public finances risk Labour overcorrecting
July’s estimate has shown the UK economy had no growth, with growth for the previous three months coming in slightly below expectations at 0.5%.
09/10/2024
Wage demands 2025 of the Swiss Bank Employees Association
In addition, long-term employees whose wages have not been increased for five years or more should now receive a wage increase.
09/09/2024
Why the new government must do all it can to win foreign investment
Capital from overseas is key to growing the economy
09/09/2024
“Overcoming climate change and biodiversity loss”
With its global network, IUCN is a powerful platform able to coordinate the actions of our members.
09/06/2024
Wealthy families already know they must look beyond ESG to their ‘legacy’
New regulations governing fund ratings will help, but there are other ways to navigate the confusion
09/05/2024
Quilter Cheviot’s Woodward: Has SDR finally killed off ESG?
Responsible investment head Gemma Woodward discusses the unintended consequences of the FCA’s new sustainability rules as we enter an era of ‘greenhushing’.
09/04/2024
Netherlands Wealth Management and HNW Investors Market Report 2024
The report is based on the analyst's annual Global Wealth Managers Survey.