04/18/2017
More culture, less recruiting: How UBS plans to grow
If you focus too much on recruiting as your main source of growth, people may ask: Where is there loyalty?
Comment, Analysis & Research
04/18/2017
The only three words that count by Tim Price
The Yale Endowment, under the management of its Chief Investment Officer David Swensen (author of two highly recommended books on investing
04/18/2017
Dominic Johnson, chief executive of boutique asset manager Somerset, expects sector to thrive after Brexit
The NCI has around 50 members, who between them manage around £400bn of assets.
04/18/2017
Appetite for Private Equity Co-Investment Growing
Institutions' desire to be more involved at portfolio company level spurring the trend
04/18/2017
Schroders’ Kelly: Value problems with ETF ‘sausage machine’
Ian Kelly, manager of the Schroder Global Equity Income fund, warns that investors in value-oriented tracker funds may not be getting the right exposure.
04/18/2017
Cascading housing wealth benefits one in four millennials
He claimed the government was compounding this problem with products like the Lifetime Isa.
04/18/2017
Guernsey ready to work with new UK government
He believes the news will have little impact on the Brexit negotiations.
04/18/2017
Advisers shrug off concerns over impact on pension policy
But advisers responded with defiance.
04/17/2017
‘If past history was all there was to the game, the richest people would be librarians’ – Warren Buffet
Whilst we are fortunate to encounter history on a daily basis, we can also shape our own pockets of history for future generations, thus leaving them with the best opportunity to prosper. I spoke to Patrick Haines, our Regional Director in the South, to
04/17/2017
How the sun went down on UK’s retirement dream
Brexit threatens pensioners abroad and those who stayed put for fear of losing friends and moving in their 60s are thanking their lucky stars
04/17/2017
Theresa May to quit in MONTHS? Shock claim PM will step down after Brexit concludes
Mrs May is arguably one of the most popular Prime Ministers in British history
04/17/2017
Bold CFOs will reign over Brexit
But there is a difference between filtering useful information from noise and simply waiting to see what happens.
04/17/2017
Embrace Technology or Risk Losing Next Generation of Clients
Digital solutions can enhance advisory services for firms and clients
04/16/2017
Barclays, Libor and Bob the scapegoat
Finally, the real questions may be asked about the manipulation of an interest rate that governs prices around the world.
04/13/2017
HSBC: Clients look to ‘flip’ business to Europe before Brexit deal
Contingency plans have already been drawn up by some global banks
04/12/2017
SEI Funds Receive Global Recognition in 2017
Total of Six Awards in UK, US, and Canada in First Quarter
04/12/2017
Sun, sea . . . and better value for money: Top places to retire
Portugal, France or Spain? Pension tax implications or other high-living costs can lead people to look abroad
04/12/2017
The older expats facing poverty – thanks to Brexit and frozen pensions
The recent fall in the pound has made a terrible situation even worse.
04/12/2017
Make fund charges simple, Morningstar urges FCA
The regulator suggested four ways that the all-in fee could be implemented
04/11/2017
Bad news by Tim Price
“We've all heard that a million monkeys banging on a million typewriters will eventually reproduce the entire works of Shakespeare. Now, thanks to the Internet, we know this is not true.”