11/28/2023
Bell’s small & mid-cap portfolio – a bellwether
This means investing in high-quality businesses, which are most likely to outperform over the long term, while ensuring that investors do not overpay for them.
Comment, Analysis & Research
11/27/2023
UBP’s Michael Blake on his supercharged strategy
Our CEO Captain edition is back! This time, Citywire Asia speaks to UBP's Asia chief about a strategy that saw strong hiring and a differentiated approach to servicing the region's burgeoning wealth clients.
11/27/2023
Six ways to grasp the opportunities when scaling your business
Franklin Asante, Head of Entrepreneurs at Coutts, explains the unique challenges and opportunities facing high-growth entrepreneurs as they scale their businesses.
11/27/2023
We need human money managers not just machines!
He argues that thoughtful capitalism is one way to address the challenge of providing decent pensions to an ageing population.
11/24/2023
Autumn Statement 2023 – benefits for business owners, investors and savers
Business rate relief, multiple ISAs and National Insurance cuts – three of the biggest changes announced in the government’s Autumn Statement yesterday.
11/24/2023
10 tips for smart, sustainable shopping this Black Friday
As such, what we buy also accounts for much of the human activity that is straining nature’s budgets – otherwise known as the planetary boundaries.
11/24/2023
Swiss richest list: banking families even wealthier
Overall, assets fell to 795 billion francs in 2023 from 821 billion francs last year
11/24/2023
UK Autumn Statement reaction
Schroders economic and investment experts respond to the UK Government's Autumn Statement.
11/24/2023
Autumn Statement 2023: Triple lock maintained to give 8.5% state pension increase next April
Sian Steele, Head of Tax at professional services and wealth management firm Evelyn Partners, asks if the state pension triple lock is sustainable over the long term
11/23/2023
Government plans to exit stake in NatWest 'symbolic'
As such, we believe it is the fundamentals of the business which are more important in driving share price performance rather than any technical overhang from a shareholder reducing their stake.
11/23/2023
Upfront costs biggest barrier to green home improvements
In the UK, homes are one of the highest emitting sectors, with the 28 million residential properties accounting for 16% of the UK’s total carbon missions.
11/23/2023
UBP Investment Outlook 2024
After a break, they then pick up afresh in January in the Middle East, Asia and on additional dates in Europe.
11/23/2023
Phil Jeynes: Loss of AIG Life is not all bad news
AIG is different: it has decent market share
11/23/2023
The share of executives recognizing the business case for sustainability has tripled in the last year
The improved understanding of the ROI hasn’t translated into increased investment yet, however the last 12 months saw significant progress in sustainability roadmaps and shifts in business models
11/23/2023
Hunt’s national insurance cut: robbing Peter to pay Paul?
Fortunately, chancellor Jeremy Hunt managed not to damage trust in UK Plc, though many of the most egregious policy quandaries remain in place.
11/22/2023
Balancing the risk and rewards of investing
There are other times when the balance between risk and reward are ‘about right’, including the volatile situation we find ourselves in today.
11/22/2023
Baillie Gifford: Our Managed fund became ‘over attractive’ to advisers
Assets in the firm’s multi-asset flagship have dropped from over £9bn at the height of the pandemic to around £5bn now, after the ‘hot money’ from advisers dried up.
11/22/2023
Greater personalisation may encourage greater saving and investing in UK although there are limits to how much, PIMFA research finds
The research sought the views of those that described themselves as advised investors, DIY investors and non-investors.
11/22/2023
Transaction R&Co strengthens its regional presence with the opening of an office in Bordeaux
This signifies our commitment to providing differentiated and highly specialised advice in the region.
11/22/2023
European real estate: capitalising on market dislocations
As liquidity is unlikely to recover to the levels seen in the past six years, investors in the sector will be looking at longer holding periods and could turn to private lenders to increase their risk-adjusted returns.