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Comment, Analysis & Research

02/28/2024

Private investors and wealth managers becoming keener on investment trusts again

216 investors quizzed for the annual UK Investment Trust Study.

02/27/2024

The top 3 challenges for financial companies

The development and use of innovative technologies are increasingly becoming a key differentiator for banks.

02/27/2024

From data to decisions: AI and supervision

AI offers enormous opportunities, promising to drastically improve both the efficiency and quality of a wide variety of work-related processes.

02/27/2024

Eqitron: Start Up with Former Vontobel Fund Managers Stakes on AI

The things that drive Daniel Seiler and his colleagues are pretty contradictory.

02/26/2024

Is Italy All La Dolce Vita For Investors, UHNWIs And Family Offices?

Several countries have identified this shift and started offering financial incentives to capture this demand.

02/26/2024

Grant Thornton toasts ‘strong’ deals year across offices in Aberdeen, Edinburgh and Glasgow

The firm's corporate finance team notched up 17 deals worth a total of £363 million.

02/26/2024

Madrid Soars to the Top as Europe's Premier Property Haven for the Wealthy

Explore how Madrid has risen to prominence as Europe's leading property market for high-net-worth individuals in 2024, attracting investors with its financial advantages, cultural appeal, and luxurious lifestyle.

02/26/2024

Number of distressed companies rises in UK

According to new figures from FTI Consulting, UK insolvencies increased steadily over the 12 months to December 2023

02/23/2024

“There’s false perception that people’s skills erode when they are not working.”

Investec recently spoke to Julianne Miles, a social entrepreneur and the CEO of Career Returners.

02/23/2024

Morningstar Announces Nominees for 2024 Morningstar Awards for Investing Excellence Denmark

The awards recognise those funds and asset managers that have served investors well over the long term

02/23/2024

Quilter's asks and analysis of rumours ahead of the Spring Budget

There have been mixed reports as to how much fiscal headroom the government has to deliver any meaningful tax cuts or investment into public services.

02/23/2024

Schroders enhances impact investment focus with new global equity impact fund

The fund will target companies whose products, services and operations are focused on solving societal and environmental challenges faced by individuals and industries in the coming decades.

02/23/2024

Asset managers also have a massive need for customer advisors

The investigation was carried out by the consulting firm Advea and the holding company Cinerius.

02/23/2024

Deutsche Numis lowers target price on Hargreaves Lansdown

Deutsche Numis noted that while this was "significant progress", it does not believe HL has reached the "terminal yield" on assets under administration for active savings.

02/22/2024

BNP Paribas and the EDF group sign a partnership to support the bank's individual customers in the energy renovation of their homes

They will help them identify the work to be carried out in their home using the simulator offered by IZI by EDF, EDF's consumer service brand.

02/21/2024

Two Jersey Directors Author New Guide for Wealthy Families

This second edition covers the latest developments in the family wealth arena, including new chapters on ESG, blockchain, philanthropy and AI.

02/21/2024

How to help boost the UK economy with a boom in high-productivity businesses

But these business owners also see areas where government support is greatly needed to help them be more efficient.

02/21/2024

Study finds institutional investors and wealth managers boost investment in life settlement funds

The main reason for the rise in number of life insurance policyholders cashing in policies identified by the research is the rising cost of long-term care in the US followed by the increasing ageing population.

02/21/2024

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

02/20/2024

Litigants digest ‘comprehensive’ UBS defence of the Credit Suisse takeover price

Media reports say that the legal defence casts doubt on Credit Suisse’s capitalisation as early as 2021.

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