11/27/2018
Female advisers and directors remain heavily outnumbered
In July 2016 it was calculated female CF30s who were registered advisers made up just 13 per cent of the total intermediary community.
Comment, Analysis & Research
11/26/2018
From a wish list to a to-do list: how supervisors can help banks prepare for crises
Opening statement by Danièle Nouy, Chair of the Supervisory Board of the ECB, Board Meeting of the European Banking Federation, Brussels, 23 November 2018
11/26/2018
The $200 trillion gold rush that reshaped private banking
China’s economic expansion produced an eruption in private wealth across Asia
11/26/2018
The property tax system works brilliantly – if you’re a builder or wealthy homeowner
More government money goes to subsidising housebuyers than to housing benefit – a situation that is not only unfair but costing the economy dear
11/26/2018
French banks scale back plans for post-Brexit staff moves
At the same time, the banks say they will keep a strong presence in London since it will remain a major finance centre.
11/26/2018
Millionaires Are Not Fleeing The U.K. But They Are Betting Against Brexit. Here's how
Figures in the report are compiled from interviews with citizenship advisory firms that help wealthy individuals obtain foreign citizenships.
11/26/2018
How to pass family heirlooms on to the next generation by Penny Lovell
Penny chats antiques with Eric Knowles from the BBC’s Antiques Roadshow
11/26/2018
A quarter of non-doms considering leaving the UK in the next 12 months
Moore Stephens says that these changes have directly led to more non-doms considering leaving the UK in the short term.
11/26/2018
Over-50s think they need a £500K windfall to make financial advice worthwhile
The findings emerge from the latest joint research by ourselves and Seven Investment Management (7IM).
11/26/2018
Pension fears realised as cash blown on luxury
Former pensions minister Steve Webb had said in 2014 it was up to savers whether they wanted to blow their pension cash on Lamborghini sports cars after the pension freedoms were introduced.
11/26/2018
Data breaches could force advisers out of business
Problems could arise in the event of a cyber attack, for instance.
11/23/2018
Bitcoin’s crash is not the end of cyber currencies
Banks and governments face a push to make money more digital
11/23/2018
Passive funds to swell to one-quarter of the industry
Funds that track benchmarks or indices are expected to account for around a quarter of total assets under management by 2025
11/23/2018
Where Luxembourg's rich entrepreneurs invest
Average age 42, earns €1.75m, allocates 25% wealth in real estate or own business
11/23/2018
Jersey fund sector breaks new records
The custody ranking of serviced funds remains again unchanged with BNP Paribas securing their first position as the largest custodian by assets with US$22.3bn.
11/23/2018
The $30tn Great Wealth Transfer can be an ‘evolution, not revolution’ – report
To service this there will need to be a certain amount of change and evolution within the global private wealth industry.
11/22/2018
McKinsey warns of profit struggle for European asset managers
War for talent has forced salaries higher, leading to costs rising faster than assets under management
11/22/2018
Why it pays for asset managers to get social media savvy
This could hint to the fact that firms are not effectively using sponsored content to target specific audiences and that sharing engaging posts is not yet seen as a tool for reaching a wider client-base.
11/22/2018
Swiss consultancies rank managers on sustainable investing ‘brands’
The common unifier for a successful position of both committing to ESG and reflecting this in the brand architecture is to clearly articulate and link an intrinsic, inner guiding purpose, connected to tangible social impact
11/22/2018
Research - Non-financial performance measurement is biggest hurdle for ESG investing
This more nuanced approach to sustainable investment requires the development of more complex metrics, benchmarking and monitoring.