03/16/2016
Stay Invested: update from Glyn Owen, Investment Director, Momentum GIM
Data from developed economies has generally pointed to signs of continuing modest, but sustainable growth in economic activity
Comment, Analysis & Research
03/16/2016
Where does your city rank? Octopus publishes new league table as it calls on the Chancellor to get behind high growth small business
Simon Rogerson added: “We need to ensure that the UK continues to create the best environment to support them."
03/16/2016
UK advisors pile into bonds – is this a big mistake?
A quarterly report from Natixis found that the average UK advisor and wealth management firm significantly increased their exposure to fixed income during the final quarter of last year.
03/16/2016
PA ANALYSIS: Wealth managers on the fence despite commodities shift
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?
03/16/2016
SocGen says ECB package neutral for French retail outlook
Oudea reiterated that SocGen expected a slight erosion of French retail revenue in 2016.
03/16/2016
Octopus comments in response to Budget 2016
It’s a Budget for entrepreneurial Britain to celebrate.
03/15/2016
Fitch Downgrades 2 German Life Insurers' IFS Ratings; Affirms 3 Others
The Outlook on the IFS ratings of AL and NLV is Stable, while the Outlook on LV is Negative.
03/15/2016
Maltese Issuers of structured investment products rank Top5 at Deutsche Borse in Frankfurt
As presented in the metrics below, the position of the Maltese Issuers is even higher than the one of some of the leading international investment banks.
03/15/2016
Kings of the wild frontier by Tim Price
“Simple but not easy” - The title of Richard Oldfield’s book about value investing.
03/15/2016
Northern England cities’ promise attracts wave of property investment
The billions of pounds of property investment that have flowed into Manchester over the past two years mean this vision may not be so far-fetched.
03/15/2016
Credit Suisse hopes rich mix drives rally
International wealth management, which covers private banking and asset management outside Switzerland but excluding Asia, is one of three divisions expected to power the turnround — the other two being the Swiss “universal” bank, and th
03/15/2016
St. James’s Place – Salary sacrifice pension contributions could replace pension tax relief on the Chancellor's Budget agenda
Speculation mounted last week over what George Osborne will present in the 2016 Budget. He is not expected to deliver headline reform to tax relief on pension contributions. He may instead focus on salary sacrifice pension contributions. The Chancellor sa
03/15/2016
Real estate investors braced for tide to turn
A crucial question is the direction of investor appetite. A wave of institutional capital has surged into real estate over the past two years, driven by the search for returns.
03/15/2016
London house prices: Iranian billionaire investors poised to splurge £6bn on properties around the world - and London is one of the top destinations
The top five most popular locations within London are expected to be the usual suspects: Knightsbridge, Mayfair, South Kensington, Hampstead and St John’s Wood.
03/15/2016
Revealed: Scotland’s largest aristocratic landowner holds land in offshore tax haven
The aristocratic estate, run by Richard Scott, the 10th Duke of Buccleuch, confirmed that an offshore ownership group, Pentland Limited, acts as an offshore contact to the family’s vast land business empire.
03/14/2016
How London’s booming ‘butler class’ takes care of the wealthy elite
The capital is home to 1,000 ‘family offices’, made up of lawyers and financiers who service every need of the super-rich
03/14/2016
Fund house forecast 2016: grey and rainy
The professional services firm, predicted strong growth in the run-up to 2020, with assets under management forecast to exceed $100tn.
03/14/2016
Brexit need not harm the expat mortgage market, thinks Offshoreonline
The EU has not shied away from issuing directives in the personal financial services sector, believing that banks need to be ever more tightly regulated.
03/14/2016
Fund manager migration to Jersey highlighted as exciting trend at annual conference
The net asset value of funds under administration in Jersey grew over the final quarter of last year to stand at $334bn
03/14/2016
Ending the Era of Tax Havens
Ending the Era of Tax Havens, published ahead of Wednesday's Budget, calls for a crackdown on tax havens that enable rich individuals and companies to avoid paying their fair share of tax in the UK and in some of the world's poorest countries.