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Comment, Analysis & Research

04/19/2017

UK snap election call catches markets off guard

Investors should act now to safeguard and grow their wealth against a shifting wider geopolitical backdrop

04/19/2017

Real Brexit talks will only start after UK general election in June

It's about negotiating the deal, about getting the right deal from Europe.

04/19/2017

St. James’s Place – "Investors cannot afford to ignore politics"

. This completes the picture of a European summer dominated by national elections in its three largest economies

04/18/2017

Lloyds Berlin Choice Shows How Minor This Post-Brexit Passporting Problem Is

All that is necessary to regain those passporting rights is to have one single office of the right kind within the rEU's 27 countries

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?

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

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