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Comment, Analysis & Research

02/09/2026

The world today – remarks by Andrew Bailey

Given at the AlUla Conference for Emerging Market Economies 2026

02/09/2026

Definitive investment doctrine needed for ‘hard power’ portfolios

There have been a number of doctrines in foreign relations, some influencing portfolio allocation, but a new system of investing is developing to match the changing world order

02/06/2026

HSBC plans to implement performance-based bonus cuts – report

According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.

02/06/2026

Why wealthy families are migrating – and why Dubai has become the leading destination

The 2026 wealth migration: What every successful family should know

02/05/2026

Five things that could derail the ECB

Early-year momentum should improve, with support from German fiscal easing and accelerating NGEU disbursements throughout 2026.

02/05/2026

UK savers advised to move fast for best savings deals

In spite of the recent cut to interest rate, many easy-access account or fixed-rate bond rates have held up longer than expected.

02/04/2026

Sovereign bonds revisited

Correlations between bonds and equities are no longer reliably negative.

02/04/2026

Permira chair moves to Switzerland as wealthy executives rethink residency strategies

Following the latest high-profile move, Spear's maps the ultra-wealthy who have left the UK since 2024 - and their chosen destinations

02/03/2026

Schroders joins UK business delegation to China

While in China, Richard took part in a panel discussion at the UK-China Business Council

02/03/2026

Talking ’bout next generation − speech by Sarah Breeden

Given at City & Financial Payments Regulation and Innovation Summit 2026

02/02/2026

From quill to quantum: Why letters still matter in the age of AI

The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.

01/30/2026

Ortec Finance Continues Strong Client Satisfaction Scores in 2025 Survey

The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.

01/29/2026

Realpolitik, turbulence and opportunity

Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.

01/29/2026

Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans

The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.

01/28/2026

Loan-originating funds drive private debt growth in Europe

Loan-originating funds remain concentrated in a few financial centres, with Luxembourg accounting for 57% of commitments in 2024, the report found

01/27/2026

Gender pay gap narrows on UK financial services boards

The gender pay gap on UK financial services boards narrowed by 11 percentage points from 40% to 29% between 2020 and 2024 (the latest available five-year period).

01/27/2026

The new investment paradigm: What a CIO really thinks now

As Deputy Global Chief Investment Officer, Ertz shapes the firm's macroeconomic analysis, strategic asset allocation, and global investment strategy.

01/27/2026

Mills Review to consider how AI will reshape retail financial services

AI is already embedded across financial services.

01/27/2026

LVMH investors demand clarity on Bernard Arnault succession plan

Arnault, who oversees the $350 billion group spanning over 70 brands including Dior and Tiffany, has five children involved in the running of his luxury empire but has shown no sign of wanting to retire.

01/27/2026

IFAs prioritise attracting new clients in 2026

Research found a third (31%) of advisers will look to partner with other professional services firms to attract new clients

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EFG to partner with Capital Group to enhance investment solutions offering and opportunities

02-17-2026

Fairstone Nova MPS passes £1bn in first year

02-18-2026

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02-18-2026

DB Plans 50 Hires, Scales Private Banking in Emerging Markets

02-18-2026

Nuveen to acquire Schroders for $9.9 billion in cash

02-17-2026

If you’re not exploring digital identity, you’re already behind.

02-17-2026

AJ Bell Custody Solutions automates intelliflo valuations via FINIO

02-18-2026

Azets appoints Bristol Chartered Financial Planner

02-18-2026

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

02-20-2026

How can wealth managers balance AI innovation with cybersecurity?

02-20-2026

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

02-20-2026

The Board of Directors of CaixaBank proposes to the Annual General Shareholders’ Meeting the re-election of Tomás Muniesa as a director

02-20-2026

Boston Multi Family Office Announces the Appointment of Head of Compliance

02-20-2026

Getting fit for the future The potential and pitfalls of LGPS reform

02-20-2026

Diverging 2026 rates to create selective European duration opportunities: BNY

02-20-2026

Statement on notifications relating to admissions to trading and recent changes to the UK Listing Rules

02-20-2026

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