09/18/2023
Platforms must stop dragging their feet on ETF integration
Using ETFs in MPS offerings should be a match made in heaven, but in reality, it can be a nightmare for investors
Comment, Analysis & Research
09/18/2023
Nokkel and FNZ research states property wealth is critical for retirement
In collaboration with FNZ, the global wealth management platform, Nokkel, a house wealth and fintech platform, provides research on the UK's financial advisers' increasing interest in house wealth, conducted by the lang cat.
09/14/2023
We’re not expecting a crash or a global recession
Union Bancaire Privée has acquired an asset management business in Japan
09/14/2023
Scottish Widows Platform adds new tech as part of upgrade
It should allow advisers to use real-time platform data meaning they will not have to re-enter information manually.
09/13/2023
Pensioners look set to receive second bumper pay rise as wages grow 8.5%
Over the past few years, the triple lock has become a symbol of intergenerational tension.
09/13/2023
Result of the simplified tender offer for Rothschild & Co’s shares
Concordia and the concert members have crossed the 90% threshold of Rothschild & Co’s capital and voting rights, thereby allowing for the mandatory buy-out of the remaining shares.
09/13/2023
New mortgage data highlights concerns about housing market's health
Such a shift underscores the deepening concerns, as highlighted by recent house price indices, about the UK's property market and its ongoing health.
09/13/2023
Fidelity poll: Big investors lack awareness of ‘just transition’
A survey of 120 European and Asian institutional investors and intermediaries revealed only 42% were aware of the term
09/11/2023
Pensioner poverty: fear of rise over decades as UK under-40s wealth falls
Drop from £7.53 in every £100 to £3.98 in 10 years comes as property drives intergenerational divide
09/08/2023
How do we help our philanthropic clients to draw up their project?
Future philanthropists are introduced to us by their private banker.
09/08/2023
Schroders named 2023 signatory to UK Stewardship Code
The aim is to support the creation of long-term value for clients, leading to sustainable benefits for the economy, the environment and society.
09/08/2023
M&G Wealth: Cost-of-living crisis hits pension saving, reducing final retirement pots by up to £270,000
The trend is consistent across those with both private pensions and workplace pensions, with decreasing contributions to the latter being particularly damaging long-term given typical workplace matching schemes.
09/08/2023
Gen Z turn to family and TikTok instead of advisers
They gave financial services professionals an insight into what is important for Gen Z, which spans those born between 1996 and 2010.
09/08/2023
71% of investors want to increase impact allocations: Vontobel
However, how they plan to allocate to impact investing and their reasons for doing so differ.
09/07/2023
The end of the (Libor) world as we know it – remarks by Arif Merali
Given at a Libor transition panel discussion hosted by Deutsche Bank, London
09/07/2023
Why banks need to deliver on instant account-to-account transfers in Europe
When bank customers want to make fast ‘me-to-me’ payments, real-time account-to-account transfers are the easy, secure way to do it
09/07/2023
How much can a state guarantee cost?
The Federal Council recently wrote a corresponding message .
09/06/2023
ABN AMRO brings joy and power of sports to as many sporters as possible as season kicks off
This year’s sports season kick-off is a key moment to bring the joy and power of sports to as many people as possible with a campaign to drive home the message that everyone deserves a chance to do sports.
09/06/2023
The Ultra-Wealthy Are Splashing Down Millions to Snag London Offices. Here’s Why.
The offices have been snapped up by retail billionaires, shipping magnates, boxing superstars, and the like.
09/06/2023
Quilter Cheviot challenges investment trust sector with long-term engagement programme
Quilter Cheviot provided each investment trust with a red, amber or green rating on the three criteria.