03/27/2019
Pensions Lifetime Allowance and Annual Allowance
The Lifetime Allowance and Annual Allowance restrictions for high earners are overkill.
Comment, Analysis & Research
03/27/2019
Qatar resists bank merger
The discontent among key shareholders adds to widening opposition to the deal, which Germany sees as a way to ensure financing to the country’s export-oriented economy during a downturn.
03/27/2019
Affordable and clean energy tops list of Sustainable Development Goals supported by wealthy investors
Currently, 16% of AUM from the HNWIs surveyed is allocated towards philanthropy.
03/27/2019
Funds Are Flowing From Philanthropy to Investments; Is This A Good Thing?
This can be achieved by investing in companies that align themselves with these goals
03/27/2019
Only 5% of UK millennial investors use robo-advice services, as human expertise is still preferred over AI technology
According to GlobalData’s recent ‘UK Investors Survey’, face-to-face communication, amongst millennials, still reigns supreme when arranging the buying and selling of investments.
03/27/2019
Private M&A in France
The time period for achieving the transaction varies depending on the circumstances
03/27/2019
AXA’s Chief Financial Officer communicates company’s 2018 results for Women in Finance Charter
The company is also on track for its target of 40% of senior management roles to be held by women by December 2020, with a tolerance of 10%
03/26/2019
Hundreds of UK houses in off-shore havens
Of these, 362 are owned by companies based in so-called secrecy jurisdictions, or tax havens – countries whose laws allow them to keep their financial activities private or to pay a low amount of tax.
03/26/2019
Is Investment in UK Businesses Set to Rise?
According to Master Investor’s research, healthcare (16%) and technology (15%) are currently the most favoured UK sectors for investments.
03/25/2019
The European Union has bigger problems to deal with than Brexit
The next recession will expose the eurozone as a half-baked project in need of leadership
03/25/2019
ING chief claims Dutch bonus rules hurting in race to lure bankers
European capitals vying for financial services jobs expected to leave London
03/25/2019
The big debate: Is Britain’s post-Brexit future bright? - Coutts
Four panellists – a politician, trade expert, campaigner and writer – fiercely debated whether or not Britain would have a bright future in front of an audience of Coutts clients.
03/25/2019
FE unveils who made its 2019 Alpha Manager Hall of Fame
18 new entrants featured
03/25/2019
Most popular funds since pension freedoms revealed
AJ Bell's analysis showed a £100,000 portfolio split equally across the top 10 most purchased funds would now be worth £122,910 if withdrawals of £5,000 a year were made.
03/25/2019
Criminals stole £1.2 billion from UK bank accounts in 2018
Stolen data is used to commit fraud both directly and indirectly.
03/24/2019
Gilbert’s comfort in his old age
According to new Investment Association rules, top bods who change jobs like Gilbert can expect to see their pensions brought into line with most of their staff.
03/24/2019
Equal pay for women? In 400 years, perhaps
Tech pioneer Dame Stephanie Shirley also blazed a trail in flexible working.
03/22/2019
Could network training schemes cause adviser bias?
Support service providers also have a foot in the door, including SimplyBiz, which owns the New Model Business Academy.
03/22/2019
FCA speech on consumer credit sector
Speech by Jonathan Davidson, Executive Director of Supervision – Retail and Authorisations, at the Credit Summit, London.
03/22/2019
Half of managers would split global and EU distribution to improve service
Guernsey’s European distribution is through National Private Placement Regimes, which provide a proven, smarter, faster and cheaper route to access European investors.