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Comment, Analysis & Research

11/20/2017

London philanthropists give away almost £10bn in a decade

But donations from outside of London are on the rise, with the fastest growth coming from the North East of England.

11/20/2017

Surging global dividends breaking records for 2017

North American dividends dominated the third quarter, accounting for four dollars in every ten paid globally.

11/20/2017

UK politician's threat to take over the Isle of Man

The issue of public records of beneficial owners - who gets the money from registered companies - was raised.

11/20/2017

Lifetime allowance reform tops IFA budget wishlist

Two thirds also brushed off the impact of Brexit on clients.

11/20/2017

Many financial advisers are misleading the public with false credential claims, warns Which?

We found two of the 21 advisers claiming to be Chartered Financial Planners were not actually chartered.

11/20/2017

Are ETFs a harbinger of doom for the markets?

Guilty as charged?

11/20/2017

Pilatus Bank predicts that the UK will remain a dominant financial hub regardless of Brexit

Brexit has prompted a lot of uncertainty, especially in the financial services industry.

11/20/2017

Brits Look to Budget for Brexit Answers

As the U.K. Chancellor prepares to outline his fiscal program for the coming year, investors consider the ramifications…

11/20/2017

Barclays stands out after analyst turns positive

FTSE 100 edges higher by 8.78 points in thinly traded wider market

11/19/2017

Killik & Co Budget predictions

Lifetime ISA has been a damp squib

11/19/2017

Who decided that keeping money in ‘paradise’ is a crime? We should all thank havens

Offshore tax accounts are, on balance, a very good thing. Here’s why

11/19/2017

Poland’s banks ‘ready for consolidation’

Bank Pekao chief Michal Krupinski sees potential for future mergers in face of rising costs

11/19/2017

Swiss bank reveals Ireland has 125,000 dollar millionaires

Credit Suisse says average wealth figure for Irish adults 15th among over 200 countries

11/17/2017

Hargreaves Lansdown Hits One Million Client Landmark

Clients Numbers At UK's Largest Online Stockbroker More Than Double In Just Over Five Years

11/17/2017

Guernsey: A modern finance environment for a complex world

Fund managers and promoters with capital to deploy are brought together with transformation managers who understand insurance risk.

11/16/2017

Global Wealth Report 2017: Where Are We Ten Years after the Crisis?

According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.

11/16/2017

Financial sector given new code on abuse

It is typically carried out by people in a position of trust, such as partners, relatives, friends of carers.

11/16/2017

Six in ten senior decision makers predict greater business efficiency from MiFID II

The TeleWare research reveals two thirds (65%) of financial firms believe MiFID II will ensure better employee working practices.

11/16/2017

Old Mutual Wealth: we're SJP's only credible scale competitor

According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.

11/16/2017

Millennials say advisers are inaccessible and too expensive

Societally we are now experiencing a new phenomenon of five generations working side by side.

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