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Comment, Analysis & Research

03/04/2019

Private equity and hedge funds fail to improve gender balance in almost two years

Women hold a greater proportion of junior roles (31%), but become less well represented at more senior levels (just 10% globally).

03/04/2019

Coutts investment view: Investing through Brexit

Although there are only days left until the official Brexit date, investors look through headline noise and political tactics.

03/04/2019

The end of the tax year is nigh! Don’t miss out on tax saving opportunities. An interview with James Temperley, Wealth Director, Sanlam

It’s worth getting your check-list ready now to make sure you’ve ticked everything off before April sneaks up on us

03/04/2019

Socially Responsible Investing Is Outperforming Expectations, Announces Frenkel Topping Group

The same generation is set to inherit an estimated £30 trillion, as more and more millennials find themselves with additional cash to invest.

03/04/2019

Beneficial ownership move is “misguided and wrong” – Guernsey Finance chairman

As Chairman of Guernsey Finance he responded to the news that amendments that are being proposed to a UK Parliamentary Bill

03/04/2019

Fast-growing liquid alts asset class still needs to prove its worth, says Morningstar study

This growth is higher than for any other asset class. In terms of assets, alternative managers oversaw EUR420 billion of clients’ money at the end of 2018 – a tenfold increase in the decade, despite seeing stark outflows in the final quarter o

03/03/2019

Is Monaco headed towards joining the European Union?

Such an agreement would establish legal parameters for the relationship between the two entities and increase prospects for cooperation.

03/03/2019

BoE speech on innovation in fixed income markets by Rohan Churm

If it feels like financial market participants must constantly adapt in order to thrive, then it would be helpful to know we are not alone in this experience.

03/03/2019

IMF speech on redefining the financial sector by Christine Lagarde

So let me start with a Hollywood story.

03/03/2019

Scotland can lead the way in creating a sustainable world for the future

Scotland is at the centre of renewables, life sciences and is a creative hub so it suits the impact agenda.

03/01/2019

Speakers revealed for the looming Milan Forum 2019's panel discussion

Manuela D'Onofrio from Cordusio Sim, Grazia Orlandini from BPER Banca and Patrizia Bussoli from Pramerica Sgr will be the three speakers joining the discussion.

03/01/2019

Jordan moving toward 'growth and opportunities,' PM says after UK aid boost

The kingdom has a 94 percent debt-to-GDP ratio, and its growth is stagnant at around 2 percent. Poverty stands at 20 percent.

02/28/2019

One fifth of UK millionaires over 45 will not hand down wealth

Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations

02/28/2019

ECB speech on euro interest rate benchmark reform

Reaching agreement on recommendations that reflect the views of such a wide variety of institutions is not an easy task.

02/28/2019

Most popular protection providers revealed

I suspect advisers will be more interested in the results for individual companies though

02/28/2019

City of London Faces New Hurdles to EU Markets After Brexit

At issue are the so-called “equivalence” rules that the EU has said are all the U.K. financial industry can hope for after Brexit.

02/27/2019

Risk, finance and regulatory reporting: adopting an integrated approach

Perhaps the most vital factors are an entity’s organizational structure and corporate culture, and the extent to which they foster operational integration.

02/27/2019

Good Times at Last for UK Bank Investors

Rising dividends, profits and share prices reward long-suffering bank shareholders for their patience in the last 10 years

02/27/2019

Two minutes with Susie Hillier

We work with a huge range of clients

02/27/2019

New visionaries and the Chinese Century

This report tells the story of a group of 2,158 individuals and counting.

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BIL Suisse promotes former CS and Julius Baer executive

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07-15-2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

07-17-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

A woman has 42p in her pension pot for every £1 a man has

07-17-2025

KPMG advises Corpfin Capital on its acquisition of a stake in Grupo Montplet

07-17-2025

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07-18-2025

A new chapter of leadership at CPW

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

JP Morgan Private Bank hires investment team head in Zurich

07-18-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

Fitch Solutions appoints Rachel Lojko president

07-18-2025

Reimagining retail banking with Agent AI: Humanising scale, digitally

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Stronger growth and new product developments at radicant

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