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Comment, Analysis & Research

04/20/2017

Managers Look to Profit From the Growing Popularity of Systematic Investments in Europe

Knowing local differences will give them a vital edge when developing distribution and marketing strategies

04/20/2017

Russia’s richest tycoons see collective wealth leap $100bn

Corporate stakes make up most of the richest people’s assets, meaning their wealth is subject to large fluctuations.

04/20/2017

Soft Brexit sterling bulls are misguided, warns Julius Baer

The pound has climbed 2.3 per cent against the dollar so far this week, its best performance since November and is up over 1 per cent against the euro.

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

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Award recognizes milestone in the Private Bank’s digital transformation

10-19-2026

SEB starts using Swedish AI infrastructure

10-19-2026

Remarks on the panel topic “Paths to prosperity: Forging growth, trade and investment between Europe and Asia”

10-19-2026

Julius Baer Appoints Francis Hoefman as Chief Human Resources Officer

10-19-2026

Deutsche Bank wins four inaugural Euromoney Markets Awards

10-19-2026

Redmayne Bentley appoints investment manager

10-19-2026

Bank of England governor walks out of IMF summit in protest against Russia

10-19-2026

Chancellor should cut benefits instead of taxing banks, says International Monetary Fund

10-19-2026

Raya Financing Selects Temenos to Support Expansion in Saudi Arabia

10-26-2026

JPMorgan using AI to make its wealth advisors more efficient

10-26-2026

UK banks face 10,000 complaints in 3 months over crypto restrictions

10-26-2026

Securitisation exposures surge 80% at European banks as risk density falls

10-26-2026

Fintel acquires Mortgage Brain to expand adviser technology offering

10-26-2026

After its Luxembourg move, Coinbase sanctioned again in Dublin

10-26-2026

Banca March will operate in Luxembourg under its own banking licence from 2027 and open a business centre in Lisbon

10-26-2026

European payments players unite to launch the Local Payments Council for Agentic Commerce

10-26-2026

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