10/06/2017
Guernsey sees growth in business from a new generation of philanthropists
She said that increasingly wealthy families and individuals are demanding resources and expertise to be applied to their philanthropy
Comment, Analysis & Research
10/06/2017
Do we need an intergenerational policy institute to strategically shape society through the generations?
To secure a better future we need change.
10/06/2017
Pensioners still not recognising the need for diversified funds - PPI
Greater numbers of DC savers, coupled with this greater flexibility, will increase the level of risk that people with pension savings face at and during retirement.
10/05/2017
WH Ireland's Lamb on building the team in Bristol
WH Ireland has been serving clients in Bristol and the south west for over a decade.
10/05/2017
Almost half of UK’s top fund management houses yet to disclose how they will pay for research under MiFID II
A number of fund houses have devised innovative ways to combat the cost of research by taking more functions in house, investing in quantitative operations and artificial intelligence or only charging fees to MiFID II-regulated clients or only for certain
10/05/2017
Three regional managers give their take on Welsh wealth
Three wealth managers offer us some insight into their past growth, present focus and future plans
10/05/2017
Is Fidelity's fee switch a key moment for fund pricing?
The system will be offered though a new share class that will have a lower base rate management fee to incentivise clients to adopt the model.
10/05/2017
Big banks say ‘scale and resilience’ on their side in battle with digital disruptors
NatWest’s head of intermediary mortgages Graham Felstead agreed with the other lenders that legacy systems are a “problem” but confirmed the bank is building a new broker-facing system.
10/05/2017
UK FCA Boss Criticises Lenders For Not Helping "Profitable" Customers
The FPC estimated that the UK banking system would incur around GBP30 billion losses in three years in the event of a recession.
10/04/2017
The new top banking jobs, by tomorrow’s top bankers
But what does the next generation of top bankers – the senior vice presidents and the executive directors, plan to do as the industry turns on its head?
10/03/2017
Hedge fund man and wealth manager Alan Miller rips into robo-advice firm Nutmeg
Former hedge fund manager Alan Miller, who now runs wealth management Based on its recently reported costs and number of accounts managed, Miller found Nutmeg's salary costs work out at £214 per account.
10/03/2017
Britain plans new sukuk deal; Brexit may boost Islamic finance
Brexit could threaten London’s dominance as a financial centre by potentially making it more difficult for London-based companies to sell products across the EU.
10/03/2017
German Asset Management: A model for collaboration
German asset managers will benefit from the reform, he says, but it is not clear how they will compete
10/03/2017
St. James’s Place – 'A week of controversy'
Revised figures showed the UK economy growing at the slowest pace of all G7 members
10/03/2017
Biggs ‘Conducts’ Northern Trust Strategy
Her expanded role was amongst five management changes in Europe in March following the appointment of Peter Cherecwich as president of Corporate & Institutional Services in the previous month.
10/02/2017
John Cryan given six months to turn round Deutsche Bank
“If we don’t see improvement in the next two quarters, pressure will mount on the management board,” said Ingo Speich, a senior portfolio manager at Union Investment.
10/02/2017
Why can’t we admit that girls ARE different? Fund manager and mother of NINE, Helena Morrissey makes a plea to encourage female investors
‘Why are we not investing? Well, it’s not that we are not good at it.’
10/02/2017
Lax regulation has turned Britain into a rentier’s paradise
Nor do the UK’s attractions stop at its openness, or the wealth of opportunities available.
10/02/2017
Beginning a new chapter...by Penny Lovell
I’m extremely excited to launch Sanlam’s new Private Office proposition that builds on the existing HNW business here.
10/02/2017
About time by Tim Price
The children were allowed to eat this treat, but were told that if they could wait for 15 minutes without giving in to temptation, they would be rewarded with a second tasty reward.