10/18/2018
How families are passing wealth to future generations - Sanlam
The report also reveals the increasing concerns among families around new digital technologies and how they can tighten security to protect themselves and future generations.
Comment, Analysis & Research
10/18/2018
UK SMEs interested in switching to digital banks - survey
Surveying over 450 SME owners in the UK, innovative banking services were cited as the biggest demand, highlighting an opportunity for banks to encourage SMEs to switch providers.
10/18/2018
Demand for passives 'reminiscent of tech bubble'
He said the rise in passives showed investors were looking for the cheapest way of getting exposure to markets, having seen them move up for the past 10 years.
10/18/2018
Branded residences must focus on experiences amid rapid growth: Knight Frank
The value destruction being inflicted on Britain’s funds industry is getting spectacular.
10/18/2018
High risk, more illiquid investments boost family office returns
“This represents an on-going shift driven by fruitful gains, as last year’s report announced a similar 2.6 percentage point increase in developed markets equities allocations,” the report said.
10/17/2018
Good news for equity investors as UK inflation falls to lower than expected 2.4%
Upon the release we saw an immediate pullback in sterling as the market deems that the pace of rate rises could now be even slower.
10/17/2018
Coutts: Special report: What next for Brexit?
This report represents part of the continuous research and monitoring that underlies our investment decisions.
10/17/2018
QROPS status update
Find schemes that have told HMRC they meet the conditions to be a recognised overseas pension scheme (ROPS).
10/17/2018
Ethics in banking – from Gordon Gekko to George Bailey
The more important question is whether the average banker is less ethical than the average person on the street.
10/17/2018
Annual Investment Association Dinner: Speech by the Chancellor of the Exchequer
Speech by Chancellor of the Exchequer, Philip Hammond MP, at the annual Investment Association dinner.
10/17/2018
High-Net-Worth Individuals View Real Estate as a Top Wealth Indicator
The latest report from Luxury Portfolio International®, Luxury Real Estate: What Matters Most To Today's Global Elite, shows continued interest in real estate as a wealth builder and deep emotional investment
10/17/2018
What’s next in Danske Bank scandal?
Potential repercussions range from fines to global ostracism
10/17/2018
Ariane de Rothschild on why she wants to shake up private banking
Head of Edmond de Rothschild on the future of wealth and the family feud
10/16/2018
Pension freedoms expected to generate £19.2bn in tax
Since the introduction of pension freedoms, 30 per cent of drawdown is bought without advice, compared to 5 per cent before.
10/16/2018
Investors fearful of CRS data breaches: OMI survey
The main reasons why clients are worried about the CRS are that they do not understand it (25%) or that they want to simplify the process, with less personal data being shared (22%).
10/16/2018
How six wealth firms incentivise their staff
We asked six managers what they think about Labour's share distribution plans.
10/15/2018
Ireland especially attractive to money launderers, says expert
Eoin O’Shea says Ireland needs to be vigilant about the dangers of dirty money flows
10/14/2018
Sanlam’s Secret Weapon: Introducing Evolve By Penny Lovell
An initiative started by Jonathan Polin, our Group CEO in 2016, Sanlam Evolve is on to its second cohort.
10/14/2018
Markets in turmoil – our view by Canaccord Genuity
The information provided is not to be treated as specific advice.
10/12/2018
Confronting Climate Change in a Deeply Unequal World
The global reaction to two landmark new reports suggest the world could well lose that confrontation.