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Comment, Analysis & Research

05/10/2017

S&W’s Kenny: being the master of your own destiny is crucial

‘Funds under management are now in excess of £18 billion"

05/09/2017

3.5m Brits living abroad vow never to return to the UK

10 per cent said they would consider it, whilst 21 per cent said ‘maybe’

05/09/2017

Investment banks continue to lose ground in capital markets industry

The report notes that value migration, by which revenues shift from investment banks to the wider industry, continued.

05/09/2017

Rugby World Cup and Société Générale extend worldwide partnership

World Rugby has announced that Société Générale has renewed its long-standing and hugely-successful worldwide partnership of Rugby World Cup for the 2019 event in Japan.

05/09/2017

Bosses think Lisa may cause staff to cut pension saving

Just 20 per cent of employers polled expected to arrange additional financial education about the range of savings options available

05/09/2017

Distributors Tipped to Reduce Funds Under MiFID II

Southern Europe expected to be harder hit by new regulatory regimes

05/09/2017

Interview: Sue Evans, Rowan Dartington

The Hereford team certainly has the expertise to navigate this period of growth.

05/09/2017

Boomer and Millennial Women Donors Motivated by Different Factors, Study Says

Boomer women are much more confident and strategic in their giving than millennial women, who more frequently reported making giving decisions based on their emotions, according to the study.

05/08/2017

Opportunities and risks for investors in central and east Europe

FT dashboard on how the five core CEE countries are faring in race for foreign capital

05/08/2017

Britain has more billionaires than ever before, 2017 Rich List reveals

There are now 134 billionaires in the UK, which has increased from 120 in last year's list.

05/08/2017

We need an RDR which is relevant to normal people, not just the wealthy”, says senior industry figure Peter Mann

According to recent industry data, the standard hourly fee for a financial adviser in the UK is £150 and an initial review costs an average of £500, while more specialist advice, on areas such as direct benefit transfer, will cost closer to &a

05/08/2017

City firms say they won't be ready for Brexit in two years

Banks are preparing for a hard Brexit and want to keep as many jobs in the UK as they can, finds report

05/08/2017

Retirees sleepwalking into a life-expectancy time bomb - RESEARCH

Current life expectancy figures from the ONS1 predict that a 65-year-old will live to 83 if a man, and 86 if a woman.

05/08/2017

Why more Middle Eastern families are turning to UK property

The UK commercial real estate market is consistently named as the most popular destination among Middle Eastern investors

05/08/2017

Breaking the chain by Tim Price

“The chains of habit are too light to be felt until they are too heavy to be broken.”

05/08/2017

UK advisers struggling with pension tax rules, says Prudential

Other common topics advisers requested help on include trust planning, appointing trustees, and calculating chargeable events

05/07/2017

Brexit boom gives Britain record 134 billionaires, fuelling inequality fears

The brothers live in a £300m mansion overlooking St James’s Park in central London.

05/07/2017

Why British women are less likely to seek investment advice than US, Canadian peers

While British women expressed an interest in being actively involved in their finances, the disparity of engagement with advisers highlights a shortcoming in the U.K., RBC Wealth Management's head of private client told CNBC.

05/07/2017

Five steps to become a pension millionaire

Increasingly for this wealthier group of pensioners health care costs must also be met.

05/06/2017

Most bankers in London are miserable about the size of their bonuses — but Goldman staff are the most annoyed

The happiest bankers were at JPMorgan and RBS, although just 28% and 27% respectively described themselves as happy with their lot.

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