10/05/2023
Winners of CISI Financial Planning Awards 2023 revealed
The Chartered Institute for Securities & Investment has announced the winners of our Financial Planning Awards 2023
Comment, Analysis & Research
10/04/2023
The UBP EAM team’s guiding principles are quality and selectivity
UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.
10/04/2023
Monthly update: have interest rates finally plateaued?
Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.
10/03/2023
House prices stay flat but mortgage rates edge lower
This should come as no surprise given the affordability pressures that people are under given elevated interest rates and the cost of living.
10/03/2023
Sanctions tracker: FCA reports on review of firms’ sanctions controls
The review involved proactive assessments of firms’ controls, using a new analytics-based tool, as well as the use of specific intelligence and reporting.
10/02/2023
How will Ireland put its newfound wealth to work?
Bumper corporation tax receipts have filled the country’s coffers.
10/02/2023
Property and mortgage data point to housing slump, but interest rates offer a chink of optimism
This may be because so many people that had their mortgage up for renewal in the near future opted to get it sorted as early as possible fearing rates were going to get even higher.
10/02/2023
GDP data shows bright spots but economic challenges remain
Indeed, the first quarter also saw an upwards revision to 0.3%, highlighting that while economic growth is challenging, it isn’t quite non-existent for the UK.
09/29/2023
Celebrating the STEP Private Client Awards with ZEDRA!
The Academy sees music as a universal form of communication to bridge cultural, political, economic and linguistic barriers.
09/29/2023
Capital vs. pension: another point of view
Many factors come into play when deciding what to do with your pension assets, and these go far beyond tax considerations.
09/29/2023
abrdn Property Income trust share price drops 24% over six months despite NAV growth
43.1% discount to NAV
09/28/2023
Interview: Graeme Hartop, CEO of Edinburgh-headquartered private bank Hampden & Co
This was followed in August by it revealing 2023 interim results, registering a pre-tax profit of £5m, and total lending having grown 6 per cent year on year to reach £461m, for example.
09/28/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
09/28/2023
Concrete conversations: how the built environment is getting smarter
This allows the generation of actionable data to detect inefficiencies, troubleshoot problems and self-adjust, thereby making buildings more efficient and sustainable.
09/28/2023
Sustainability stock market league table: which rank best and worst?
Our analysis ranks the world’s biggest stock markets by their sustainability credentials, providing an additional, underappreciated, lens on how to assess their risks and opportunities.
09/28/2023
Schroders marks sustainability milestone with leading impact industry verification
The nine Impact Principles cover areas such as strategic intent, origination and structuring, portfolio management, and impact at exit, and include independent verification.
09/27/2023
“We want Luxembourg as a real hub”: Indosuez executives
But the three of them have known each other for quite a while, Carcy points out during our interview, given that they’ve all worked for Crédit Agricole for many years.
09/27/2023
Mirova again awarded for the quality of its equity management at the 2023 “Corbeilles Mieux Vivre Votre Argent”
In 2023, Mirova is again awarded with the “Certificate of Best Management for five years”, confirming once again the relevance of its long-term equity strategies
09/27/2023
M&G Wealth: Cost-of-living crisis is increasing financial secrecy among families
The ‘Family Wealth Unlocked’ report finds that there’s been an increase in the number of people not wanting to discuss finances since the start of the cost-of-living crisis and are hiding worries or money from their loved ones.
09/26/2023
A new era for private credit – what does it mean for investors?
The private credit market has been one of the fastest-growing areas of lending and a rapidly maturing asset class.