06/09/2023
Fondation Philanthropia celebrates 15 years of impact
Almost half of the donations were designated for the humanitarian and social sector, around a quarter for education and training and just under 15% for medical and scientific research.
Comment, Analysis & Research
06/09/2023
KPMG comments on today’s Bank of England money and credit data
Lenders will keep a close eye on the stickiness of inflation
06/09/2023
Industry comments on DWP statement on Pensions Dashboards
Aegon, Phoenix Group, PensionBee, Broadstone and Hymans Robertson comment on the new connection deadline for Pensions Dashboards
06/08/2023
ABN AMRO MeesPierson: patience required from investors on the road to recession
Although the economy has fared better than previously predicted, tighter monetary policies are expected to trigger a mild recession.
06/08/2023
Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
06/07/2023
New Global report reveals prosperous times are set to continue for Family Offices, despite an economic slowdown
The report presents an optimistic economic outlook for Family Offices based on data
06/07/2023
One in four UK business-owners have fast tracked their exit strategies in the past 12 months as General Election looms
Exit plans across the UK’s business landscape have been fast tracked, with nearly a quarter (23%) of business owners having accelerated their plans to sell or wind down their business in the past 12 months.
06/07/2023
First annual decline in house prices for a decade as mortgage woes set in
It is worth noting that this flat performance doesn't imply an equal impact across all sectors of the market.
06/07/2023
UK’s newest bank Griffin secures £11m in funding round as it plots expansion
Griffin offers a Banking as a Service platform (BaaS).
06/06/2023
Breaking down the enigma of artificial intelligence
Read about global markets and trends in this monthly Investment Outlook
06/06/2023
Opinion: How did FCA miss WealthTek's absent audits?
Compliance consultant Jonathan Purle looks at how the FCA could have spotted warning signs about the now-collapsed £230M DFM WealthTek.
06/06/2023
Swiss real estate market: Soft landing in sight
Although price growth has recently waned significantly, it is likely to remain positive through the end of the year.
06/05/2023
European bank bonds show surprising anxiety
Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.
06/05/2023
David Coombs: Where I’m finding much-needed portfolio insurance
A few days later, US inflation dipped from 5% to 4.9%, continuing its downward trajectory from a peak of 9.1% in June.
06/01/2023
Just 42% of family offices globally have a wealth succession plan
As 37% say they have been the target of cyber attacks
06/01/2023
Property transactions tumble by 25% as rising mortgage rates price out buyers
Residential transactions are now at their lowest level since October 2021
06/01/2023
UBS Global Family Office Report 2023: Family offices planning the biggest shift in strategic asset allocation for several years
As shown in last year’s report, there continues to be a strong trend among family offices for including alternatives to help diversify a portfolio
05/31/2023
Family Offices: Private Deals Are Losing Their Shine
Family offices have realized that internal resources and technology are the biggest obstacles to improving performance and have turned to external partners to help them.
05/31/2023
Meet our new Senior Partner: Jeremy Gordon
In this article, Jeremy outlines his unconventional route into law, what has kept him at the firm for over 33 years and his priorities as Senior Partner.
05/31/2023
BBVA trains over 100,000 employees in sustainability in two years
These programs are available on Campus BBVA, the name given to the BBVA Group’s training model, and they have been adapted to the needs of each country and to each professional.