11/17/2020
More advisers working out of hours
The wealth manager branded 2020 as a "pivotal year" which had "fundamentally altered" the client conversation
Comment, Analysis & Research
11/17/2020
‘Once bitten, twice shy’ as scam victims shun investing again, Quilter reveals
Quilter has called on the government to broaden the scope of their forthcoming Online Harms legislation to include financial scams.
11/17/2020
Rising demand continues from the Middle East for French Alps properties
French resort of Saint-Martin-de-Belleville leads the Knight Frank 2020 Ski Index with annual price growth of 3.4%
11/17/2020
The future for business investment in the age of Covid and the role of financial services - speech by Andrew Bailey
Economics can be a dismal affair as we know, and as befits that, we tend to talk in unfortunate terms about “scarring” to the economy.
11/17/2020
Ho-ho-ho
Clients ask us whether this is the end of the Nasdaq leader-ship in stock markets.
11/17/2020
Buying fintech? Here’s what banks must consider
It makes the ‘build or buy’ question a pressing one. And the correct answer can only be determined on a case-by-case basis; the resources, capabilities and needs of a business will shape the approach it takes.
11/17/2020
Good data housekeeping is the first step toward reliable client reporting
A single source of truth applies to a data domain
11/17/2020
UBS chiefs: four sectors to look for ‘the Next Big Thing’ in
‘“The Next Big Thing” probably won’t come from the top two sectors of the last decade: technology and consumer discretionary,’ they said.
11/17/2020
Saffery Champness Business Update
We can also report on the following recent announcements that will be welcomed by many businesses:
11/17/2020
The dash for cash and the liquidity multiplier: Lessons from March 2020 - speech by Anil Kashyap
The dash for cash and the liquidity multiplier: Lessons from March 2020
11/16/2020
Virus speeds decline of bank branches as pensioners warm to video chat
Changing customers habits and pressure on costs are forcing even the most stubborn holdouts to rethink
11/16/2020
Advisers work around the clock as 2020 uncertainty shifts the conversation for good
The research also found that more than seven in ten (72%) advisers predict their clients will be more active and engaging in their finances in the months ahead.
11/16/2020
Brexit - 'No deal'? Where should my yacht or private aircraft be on New Year's Eve?
Although the return journey would involve a formal import of the yacht or aircraft in question, returned goods relief would usually be available on the return to London meaning that a person is not taxed on reimported goods into the EU, provided the condi
11/13/2020
Celent study—Singularity and the future of investment accounting operations
These firms are often encumbered with dated technology and legacy applications that hinder product development and geographical expansion efforts.
11/13/2020
British expats in EU face 'significant disruption' as UK banks close accounts
UK banks will no longer be allowed to provide services to customers in the EU without the right banking licences, when Britain formally leaves the bloc on 31 December.
11/13/2020
Are we all ESG investors now?
However, he said there could be a lot of "misinformation" out there, and investors needed to look behind the headlines and see where companies are really driving positive change.
11/12/2020
One in three over 60s have never taken financial advice, reports Kreston Reeves
The research, conducted amongst 1,022 people aged over 35 in September 2020
11/11/2020
European asset managers must tweak strategies as pandemic intensifies headwinds
The pandemic has added a layer of uncertainty about future business and growth opportunities as market volatility triggered outflows and restrictions on movement affected client relationships.
11/11/2020
What are the five big family business challenges posed by covid-19?
The Covid-19 pandemic and its social and economic reverberations are triggering particularly salient challenges for family businesses. The first one relates to family business succession.
11/11/2020
Addressing the growing demand to migrate to Guernsey
The Bailiwick of Guernsey’s movement was possibly easier than some, given that the move was not much more than a shift from de facto to de jure requirements on substance.