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Comment, Analysis & Research

11/17/2023

Defaqto CEO Q&A: ‘AI provides a world of opportunity’

John Milliken says the advisory market should be more data-driven

11/16/2023

Regular pay dips slightly but annual growth in wages still highest since records began

This small deceleration in regular pay points to the impact of previous interest rate decisions by the Bank of England

11/16/2023

Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

'This war of words against SJP and its advisers was getting out of hand'

11/16/2023

The CLIC® Chronicles - a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability

In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.

11/16/2023

Are UHNW families too discreet for their own good?

‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’

11/16/2023

Trust, tech and transformation: Navigating investor priorities

Investors want to better understand how companies are managing crises and staying resilient

11/16/2023

Number claiming Pension Credit soars 75% on back of government campaign

A pension credit is worth over £3,500 a year on average.

11/15/2023

Addleshaw Goddard: Financial Services and Banking News

The sectors covered are asset managers; asset owners; banks

11/15/2023

UK inflation sharply falls in October to 4.6% but pain not over yet

Official figures show inflation down from 6.7% in September

11/14/2023

Nucleus CEO: 'I tend to stay around and eat my own cooking'

Since becoming chief executive of the business after the integration with James Hay, Rowney said he was intrigued by his reputation as a 'change manager'.

11/14/2023

EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team

Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.

11/14/2023

Guidance for private capital investors in the UK corporate real estate market

We have set out our views on what should be the top priorities for other investors l

11/14/2023

US earnings growth should underpin equities in 2024

The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.

11/13/2023

Britain's £260 Billion Trust Industry Is in Rapid Decline

Fundraising has dropped, sector is underperforming the broader market

11/13/2023

FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.

11/13/2023

Channel Islands to benefit from family office outsourcing boom

The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.

11/13/2023

New report highlights latest trends in private wealth sector

The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.

11/10/2023

Generali top performer in the .Sustainability ranking by Lundquist

Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.

11/10/2023

Advisers switching fee structures in reaction to Consumer Duty fair value

With 3% of firms still in noncompliance

11/10/2023

UK employers want to improve the employee experience of benefits

While many employers acknowledge shortcomings in their current benefit strategy, the majority have committed to making changes to positively improve the employee experience.

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