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Comment, Analysis & Research

10/10/2022

Measures that could help reduce the gender pensions gap

Women aged 55-64 earn €20,000 less than men. Gender salary disparity is a key factor in the gender pensions gap, says expert

10/10/2022

Wealth Manager Top 100 2022: The first 25 heavyweight selectors

We reveal the first 25 names to make the cut in our annual study into the UK's top fund selectors.

10/07/2022

Retirement income market data 2021/22

We have collected data on the retirement income market since April 2015.

10/07/2022

FCA research: A quarter of consumers would withdraw pension savings earlier to cover cost of living – making them vulnerable to scammer ‘misdirection’

The FCA’s latest ScamSmart campaign aims to provide consumers with the knowledge and tools to avoid pension scams

10/07/2022

Edmond de Rothschild Reim Acquires 8 Industrial And Logistics Assets In 3 Countries

EDR REIM launched its light-industrial and small logistics strategy in 2018.

10/07/2022

Asset managers divided on mandatory Scope 3 reporting

Analysis of 20 influential asset managers reveals Scope 3 emissions and materiality disclosure are huge subjects of contention.

10/07/2022

SMBs unhappy with payments support from banks, Capgemini survey finds

The discontent comes at a time when new payment methods are being introduced in the market.

10/06/2022

Monthly update: Currency comes into focus

The pound’s recent plunge should be taken in the context of a strong dollar

10/06/2022

How will Spain wealth tax impact HNW clients?

It is expected to collect around €1.5bn across 2023 and 2024

10/06/2022

The best sustainable investment opportunities for right now

Many people invested in those because of what the companies did, or promised to do. Companies that were untested business models.

10/05/2022

What Does the UK Gilt Market Volatility Mean for Pension Scheme Governance?

Gilt yields had been headed upwards before the mini budget and arguably political actions accelerated that trend.

10/05/2022

A billion here, a billion there, and pretty soon you are talking about real money

How to escape bear market

10/05/2022

Annuities set for comeback as rates soar: Six retirement planning consideratio

With weakness in equity markets and turmoil in bond markets, it is a difficult time for those trying to plan their retirement finances. Silver linings to the financial clouds can be tricky to identify but one is visible in the form of massively higher ann

10/05/2022

Rising rates – a game changer for banking stocks?

In Europe, market volatility has also exposed vulnerabilities in some individual names. Below we weigh the arguments for becoming more positive on a long unloved sector.

10/04/2022

Leonteq is now recognised as a benchmark administrator under the European Benchmarks Regulation

This will allow the company to grow its activities beyond the traditional structured products business.

10/04/2022

PwC announces record global revenues of US$50 billion

Our people give their time and skills every year to support the communities where they live and work, supporting organisations from small local charities to national and global NGOs.

10/04/2022

Fund giants gate UK property withdrawals on pension run

The redemption halt comes as pension funds pull money in a perfect storm of a weakening real estate market, and a fall in other assets.

10/03/2022

Ethnic Minority Businesses could add £75 billion to the UK Economy

To mark Black History Month, Diversity Equity & Inclusion Consultant, Sharniya Ferdinand, describes how the report she helped create, Time to Change, is championing wealth creation in minority communities.

10/03/2022

Forward: guiding our clients through the storm

For investors there is no immediate end in sight to this uncertainty.

09/30/2022

Cost of living bites as people start ‘raiding’ their pensions

There will also inevitably be lots of parents or grandparents who are taking some income from their pensions to help younger generations get by,” he added.

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