11/16/2017
Old Mutual Wealth: we're SJP's only credible scale competitor
According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.
Comment, Analysis & Research
11/16/2017
Millennials say advisers are inaccessible and too expensive
Societally we are now experiencing a new phenomenon of five generations working side by side.
11/16/2017
Portugal’s wealthy on the up
The number of wealthy Portuguese has been steadily growing since the start of the financial crisis almost ten years ago.
11/15/2017
Transformation in capital markets demands evolutionary approach - Research
Now is an ideal time for banks to review progress and evaluate next steps.
11/15/2017
EMEA sub-advised fund industry sees 1.7 per cent growth in Q3
Liquid Alternative funds have seen 19.3 per cent YTD AuM growth.
11/15/2017
Success in Relocation - RESEARCH
Almost a quarter of HNWIs have already relocated and many of them have caught the bug for an international lifestyle
11/15/2017
FCA proposed ban on inducements and restricting mandatory qualifications for certain staff only, is a double blow for consumers, says CISI
If firms feel as though they cannot take a client, competitor or supplier out for lunch, or accept a space at a conference (for example) then opportunities for people to understand each other will be missed.
11/15/2017
Residential sales and prices pick up in London and across the country - Research
According to the analysis, 229,373 quarterly sales took place in England and Wales in Q3
11/15/2017
Will the Chancellor go out in a blaze of glory? by George Bull
Even without Brexit, the UK tax system is at a crossroads.
11/14/2017
Rising Fraud Costs Britain $249 Billion Per Year
The rise of outsourcing is thought to be a major factor in the rise of fraudulent activity.
11/14/2017
German Economy Beats Forecasts, Heads for Best Year Since 2011
The report confirms the Bundesbank’s prediction that the economy carried its strong growth momentum into the second half.
11/14/2017
Philippe Bordereau: «European Banks Not Profitable Enough»
The Sovereign Debt Crisis Hit Especially The Periphery
11/14/2017
St. James’s Place – 'Brexit pressures rise on weakened government'
The UK passed the midpoint between the EU referendum and the UK’s EU exit date, with a deal still distant
11/14/2017
German yields up on strong growth, "Big 4" to join central bank panel
It's true that GDP growth is important but the mandate is inflation.
11/14/2017
Okusanya: will strained platforms survive downturn?
How prepared are platforms for the inevitable market downturn?
11/14/2017
PIMFA is proud signatory of HM Treasury’s Women in Finance Charter
The Charter’s aim is to work together to build a fairer, more balanced industry - highlighting that a balanced workforce is good for ‘business, customers, profitability and workplace culture, and is increasingly attractive for investors’
11/14/2017
The futures of nearly 60 million people are supported by pension fund investment through Jersey
It shows the scale of what is possible from working with institutional investors, and makes clear how vital the work done here on the Island is.
11/14/2017
New social impact investment report is an ‘opportunity’ for the industry says Ethex
This is an important moment for the investment industry.
11/13/2017
North Korea will launch ‘destructive CYBER ATTACKS’ on the UK, security expert warns
NORTH Korea will launch a “greater scale of cyber attacks” on the UK next year.
11/13/2017
November: Remember by Penny Lovell
Firstly, I stumbled upon an article which said that millennials are far more to be satisfied with their salary and standard of life than the average baby boomer.