10/24/2018
The whole wealth management industry has had to adapt
We have one simple goal: to protect and grow our clients’ wealth
Comment, Analysis & Research
10/23/2018
True Finance – Ten years after the financial crisis
Despite the past decade of financial reform, many are asking whether anything has really changed.
10/23/2018
Smithson's record-breaking IPO shows 'cult of the star manager remains alive'
Largest trust IPO on record
10/23/2018
Bank of America Merrill Lynch’s bankers brace for ‘numbers guy’ Koder
The incoming head of the Wall Street behemoth's investment bank is viewed as detail oriented and less amenable to risk-taking
10/23/2018
Barclays releases new Impact Series study
The fourth report in Barclays’ Impact Series finds that tilting portfolios in favor of high ESG bonds can generate positive returns across multiple markets, geographies and sectors.
10/23/2018
How to navigate inheritance tax and pensions with clients
While pensions are not normally subject to IHT there are circumstances where they are and, while you may be aware of these issues, it is highly likely that your professional connections - estate planning solicitors, for instance - may not be.
10/22/2018
Two strategies that actually work by Tim Price
“In investing, what is comfortable is rarely profitable.”
10/22/2018
Going green: the FCA’s developing approach
When we look to the future, we see a financial services market that could be transformed both by climate change itself and the transition to a low carbon economy.
10/21/2018
More EU regulations would hinder Cyprus banks
Additional regulations will be especially damaging for small banks in the EU, including Cyprus, Josef Ackermann, Chairman of the Bank of Cyprus said.
10/21/2018
BREXIT PUNISHMENT: Fury as EU plans to impose Brussels tax policies on UK after Brexit
BRUSSELS is planning to impose EU tax policies on the UK and its overseas territories after Britain leaves the bloc in March 2019 in a move branded a "punishment" by Jacob Rees-Mogg.
10/21/2018
EIOPA analyses the benefits of IFRS 17 Insurance Contracts
The introduction of IFRS 17 is a long overdue and positive shift of paradigm compared to IFRS 17's predecessor IFRS 4 Insurance Contracts.
10/20/2018
Investors Flee Funds at Record Rate as Risks Rise
The current bull run is the longest on record
10/19/2018
ESMA data analysis values EU derivatives market at €660 trillion with central clearing increasing significantly test
The primary objective of this data analysis is to contribute to ESMA’s risk assessment, to facilitate entity oversight by supervisory authorities, both national and European, and enhance supervisory convergence.
10/19/2018
ECB: The new normal for the monetary policy – ABN AMRO
“Almost all estimates suggest it has fallen to very low levels over recent years.”
10/19/2018
Raymond James reveals expansion plans
According to Raymond James's website since 1994, the US business has had a Network for Women Advisers that has grown from a grassroots effort to more than 1,100 women.
10/19/2018
Appleby to sponsor the European Fund Finance Symposium
The sector has grown considerably over the past few years
10/19/2018
The City’s four big worries as it awaits a Brexit deal
If EU and UK negotiators fail to end their standoff, firms in the City will lose access to European markets overnight
10/19/2018
UK Businesses Call on Banks to Step Up Innovation, Offer Open Banking Services
Surveying over 450 SME owners in the UK, innovative banking services were cited as the biggest demand, highlighting an opportunity for banks to encourage SMEs to switch providers.
10/19/2018
Buying property in France
The best locations to suit your needs – and how to go about the property purchasing process
10/19/2018
Investment banking good for regional growth
Over 900 companies in the North West actively using capital markets.