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Comment, Analysis & Research

09/23/2020

Signs of life in UK savings arena as fixed rates rise

Moneyfacts UK Savings Trends Treasury Report data, not yet published, reveals that all average fixed savings rates rose across the board for the first time since December 2018.

09/23/2020

Excessive due diligence 'threatens adviser-client relationship'

Standard Life also demanded copies of recommendation letters and key documents - such as proposed investment details or fee structures - sent by Mr Mantini.

09/23/2020

Companies are restructuring, but are they resilient?

Structural change is underway, but more may be needed

09/23/2020

Chief Investment Officer Update: Second Waves

Western Governments were caught off-guard at the beginning of the first wave as the virus spread to northern Italy and then quickly to the rest of the world.

09/22/2020

What will the office of the future look like post covid-19?

In the post covid-19 world, offices will look a little different and their configuration, function and lease structures are likely to change. Patrick Thomas of Canaccord Genuity writes.

09/22/2020

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

09/22/2020

FCA: Speech by Marc Teasdale on drivers of culture and role of purpose and governance

Truly safe cultures support that diversity with an approach to inclusion that enables employees to bring their whole selves to work, and that creates a safe environment for people to present differing views, challenge accepted norms, and even call out whe

09/22/2020

Evolution of a new model for financial regulation in the UK

Speech by Christopher Woolard, FCA interim chief executive, at the 10th annual International Financial Services Forum

09/22/2020

Survey on Wealth Management in the New World

Are we emerging, albeit extremely tentatively, from global lockdown, or are many of the leading economies on the cusp of new lockdowns?

09/22/2020

CIOs Wielding More Influence in the Boardroom as IT Spending Surges by $15 BILLION a Week

“To see it scale at basically $15 billion dollars a week, an annualized 20%, was massive”

09/21/2020

Societe Generale gears up for Lyxor asset management sale - sources

The business could be valued at about $1 billion, one of the sources said, adding that interested parties have recently been contacted as the sale is about to kick off.

09/21/2020

5 Reasons Why UK Expats Prefer Portugal

It is also known that the total number of UK expats are almost twice the resident population mentioned earlier.

09/21/2020

Companies House powers boosted to tackle £137bn dirty money deficit

Transparency International UK research has found at least 929 UK shell companies used in 89 corruption and money laundering cases, amounting to around £137bn globally in potential economic damage.

09/21/2020

Negative interest rates like 'shooting your own toes off'

Mr Iggo said: “Sending messages about future policy reactions is enough while keeping actual operational changes in reserve.”

09/18/2020

JPMorgan’s Top Europe Bankers See Rising M&A as Crisis Wanes

“In many cases, it’s with the goal of investing in the future rather than just defensive moves.”

09/17/2020

What the High Court ruling means for COVID-19 business interruption pay-outs

Around 370,000 policyholders now have greater clarity on whether their insurance contracts should cover pandemic-related losses

09/17/2020

Wealthy company owners at risk of ruining their personal reputation by ignoring pay gaps, finds new national survey

Similarly, 58 per cent per cent of people would think worse of a company owner if one of their businesses was perceived to have unfairly large pay differentials between entry-level employees and executives.

09/17/2020

Benefit from Open Banking – it’s all a question of APIs

In the European Union, PSD2 mandates that banks allow third party providers access to accounts at the customer’s request.

09/16/2020

Rishi Sunak hails furlough scheme a success, but it won't be extended

Chancellor Rishi Sunak has hailed the furlough scheme a success and said millions of jobs could have been lost during the coronavirus pandemic without it.

09/16/2020

Zoom Time: What Family Offices Should Consider When Investing in Technology, Media and Telecommunicatiions

Whether it is an artificial intelligence, internet publishing, television production, media outlet or communication company, all are highly dependent on the value of the IP assets on their balance sheets.

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