05/04/2022
UK Wealth Management: Spotlight on Value Creation
This layer includes the spectrum of wealth managers
Wealth and Asset Management
05/04/2022
Monthly market review: April showers
After a dismal first quarter of the year, the month of April only saw equity markets volatility increase / continue and proved to be the worst month for a bond/stock portfolio in over two decades. Here are 10 stories to remember from an eventful month.
05/04/2022
Recession in Q2? What key economic data say
2022 is a risky year, in markets as well as the economy.
05/04/2022
UBS Investor Sentiment: Investors concerned about the war
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/04/2022
Hargreaves hires five investment veterans ahead of fund launches
Robert Farago, Stephen Barnett, John Page, Ziad Abou Gergi and Thomas Wells will join the asset manager ahead of the company’s 19 upcoming fund launches.
05/04/2022
Tilney Sustainable MPS adjusts portfolio amidst dire market conditions
Recent re-balance
05/04/2022
Weathering economic turmoil: keep calm and stay invested
While the macroeconomic outlook has indeed deteriorated, the media tends to aggravate the situation to maximise their audience.
05/04/2022
All eyes on recession risks
All the evidence suggests that the consumer is still in robust shape.
05/03/2022
The Strange Death - and Rebirth - Of Value Investing
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham.
05/03/2022
Suntera Global completes Nedgroup Trust acquisition
Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.
05/03/2022
MPC expected to increase Bank Rate to 1.0% in May
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
05/03/2022
Stonehage Fleming announces new appointments in Jersey
Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice
05/03/2022
Finma extends protective measures for creditors of Sberbank
The measures were first introduced at the start of March.
05/03/2022
‘Thrilled’ Appenzell family office obtains Finma licence
Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.
05/03/2022
Liontrust Asset Management PLC Extends Relationship with SS&C
Recently acquired Majedie Asset Management to leverage Eze Investment Suite
05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
SACCOS are digitising their financial services
Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.
04/30/2022
7IM updates platform to streamline portfolio management
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
04/29/2022
Entrepreneurs choose property over pension for wealth generation
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.