12/05/2016
All’s fair in love and…tax
Understanding too that only very rarely are income and savings split equally between spouses / civil partners throughout lifetimes
Comment, Analysis & Research
12/05/2016
The Season of Giving by Penny Lovell
Philanthropy has always been important to us here at Close Brothers. In today’s world, it is necessary to do more than simply giving and it is expected that the AUM dedicated to impact investing will reach between $400 billion and $3 trillion by 202
12/05/2016
ABN Amro beats ING REF in Dutch market
According to the latest survey of top Dutch financiers by PropertyEU’s Dutch sister publication PropertyNL.
12/05/2016
Building more homes will not solve London's housing crisis - here's why
What this means is London has the second most over-priced property market.
12/05/2016
Consulting markets of Germany, Switzerland & Austria grow to €8.7 billion
The firm’s latest analysis, which focuses on the top segment of the consulting industry.
12/05/2016
BADGE OF DISHONOUR Oxfam study names Ireland as one of worst tax havens in the world
Research puts Emerald Isle sixth behind Cayman Islands and Bermuda
12/02/2016
A new world order: traditional economies are failing successful millennials
As few as 37% of those questioned in Germany, and 40% in the UK, thought they would be better off than their parents at age 65.
12/02/2016
Target Multi-Asset Managers: A shift in focus could benefit Europe's asset managers given the rise in outsourcing
Cerulli notes that many advisors and their clients are making greater use of passive investment options to reduce costs within portfolios.
12/02/2016
Hot property destinations for the super wealthy
Many countries are keen to attract the global rich
12/02/2016
Insights on Trust: What Factors Matter Most? By Shreenivas Kunte
Retail investors are important stakeholders in wealth management. Indeed, they form the basis of the wealth management industry.
12/02/2016
Conduct risk in FX markets
Speech by Edwin Schooling Latter, Head of Markets Policy at the FCA, delivered at FX Week Europe
12/02/2016
Regional variations in property wealth lead to division, says Sinclair
The population has only around £2.5tn locked up in pension assets, in contrast to the ever-growing value of UK property. Indeed, total UK housing equity exceeds £5tn.
12/02/2016
Muscling In Hard-pressed European insurers encroaching on territory of pension firms
In the United Kingdom, Cerulli finds that composite insurers are extending their activities in occupational pensions
12/01/2016
Reflation and the case for alternative risk premia - Unigestion
What should investors look at instead?
12/01/2016
Low returns, high volatility top institutional investors' list of concerns - RESEARCH
With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process
12/01/2016
Carney and Draghi See Brexit Bashing Banks Both Sides of Channel
The views of the two men underscore how destructive the political schism may become for the banking industry.
12/01/2016
Comment on FCA new rules on savings - Lex Deak, CEO, OFF3R
Not good enough as savers look to alternatives like P2P
12/01/2016
Schroders: The ‘75% chance’ that the Santa Rally exists
Stockmarkets are more likely to rise in December than any other month, according to analysis of nearly three decades of data.
12/01/2016
Jim Armitage: Don’t panic — we’re safer than we have been for years
A further reason not to fear too much for RBS’s survival: the Bank is factoring the Very Worst Outcome of the potential fines for mis-selling rubbish mortgage-backed securities in the US.
11/30/2016
Operational Challenges Ahead for Wealth Management Firms
The survey examines how wealth managers and private banks cope with the multitude of new regulatory requirements and continuous market reforms.