09/12/2017
Protecting your portfolio from inflation Cynthia Bowring, Sanlam UK
With higher interest rates anticipated in the future (albeit in the medium-term future), how do we alter our bond exposure to minimise interest rate risk?
Comment, Analysis & Research
09/12/2017
Why SFTR compliance is an opportunity for greater data insight by Paul Burleton, GFT
Clear driving principles of data ownership will be key in order to address data quality, timeliness and accuracy.
09/12/2017
St. James’s Place – 'Currencies continue to succeed amid geopolitical tensions'
Leading global stock indices were relatively unresponsive to the week’s events around the world
09/11/2017
Offshore jurisdiction status may strengthen London post-Brexit
Allen stated that clients fall into four categories when UK re/insurers and brokers are deciding whether they need a post-Brexit contingency plan.
09/11/2017
European banks at mercy of US regulators
The top 10 European banks have paid USD $13.25 billion in fines to US regulators since 2012.
09/11/2017
London retains place atop global financial centre index despite Brexit
The German city moved up to 11th in the league from 23rd last year.
09/11/2017
Sell warriors; buy wizards by Tim Price
“You think the odds look right, that they are in your favour ?
09/11/2017
Half of savers would not seek advice to help them invest sums under £25,000, despite many admitting a lack of knowledge holds them back
Execution-only has flourished over recent years for smaller clients.
09/11/2017
Coutts Monthly Investment Review & Outlook
The outlook for the global economy continues to be positive.
09/08/2017
Are you going to one of the world’s top millionaire-making schools this September?
The results may not be that surprising
09/08/2017
Old Mutual Wealth boss on replatforming lessons and ‘controlled advice’
He discusses the company’s approach to distribution, managing conflicts of interest, and ensuring suitability at restricted advice network Intrinsic.
09/08/2017
Organizations Deploying Artificial Intelligence Are Creating Jobs and Increasing Sales
Capgemini's Digital Transformation Institute research provides insights on the opportunities and benefits of artificial intelligence for organizations.
09/07/2017
Clients expect advisers to get best price on investments
Consumers are very savvy when it comes to saving money on big ticket household items like washing machines.
09/07/2017
An Unparalleled Approach to Wealth Management
We give individuals convenience, flexibility, and fund access traditionally reserved only for those with Family Office access.
09/07/2017
Russia's Sberbank CEO says situation in banking sector is stable
Sberbank has decided to reopen limits on Otkritie this week.
09/07/2017
HSBC leaves 1m businesses without bank managers
When times are tough, there's no replacement for help from a known and trusted bank branch contact.
09/07/2017
Fund Managers Are Mostly Taking the Hit on MiFID Research Costs
The regulators hope, will ensure they act in the best interests of their clients, rather than being induced by the offer of free analysis.
09/07/2017
RBI is “Best bank in CEE & CIS“
Also “Most innovative bank in CEE & CIS” as well as “Best product launch in CEE & CIS”
09/07/2017
Don’t stereotype ‘Millennials’ but do plan for them to lead your company!
Over 3,400 Irish professionals of all ages were surveyed in the study in February and March this year.
09/07/2017
As the UK economy slows, is it time to fall in love with the FTSE 100 again?
Philip Smeaton, Chief Investment Officer at Sanlam UK