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
Comment, Analysis & Research
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.
11/22/2018
A real eye-opener by Tim Price
The effect was especially strong in workingmen, where the ensuing mortality risk of not napping increased by well over 60 percent..
11/22/2018
The importance of gender equality within the financial services industry - John Glen
John Glen speaks about the importance of gender equality within the financial services industry.
11/22/2018
Financial advisers miss out on £1.2 trillion wealth transfer market
A study by YouGov for Zurich of almost 200 advised consumers aged over-55 found that few advisers were “building relationships” with family members who stand to inherit their wealth.
11/22/2018
Social Capitalism: A New Measure Of National Success
The vast majority of these ‘Social Capitalist’ countries are developing economies, and are prominent candidates to display sustainable economic development leadership over the next 20 years.
11/22/2018
Lloyds’ 'JB' Beckett: don't join fund boards for a cushy life
He is planning for a new life as an iNED, when the regime comes into force next year, and focusing more on academia.
11/22/2018
Does Baillie Gifford's 'actual investing' campaign resonate?
In the document accompanying the campaign, Dunbar wrote that ‘good fundamental managers stick to their approach through thick and thin’