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Comment, Analysis & Research

11/16/2023

Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

'This war of words against SJP and its advisers was getting out of hand'

11/16/2023

The CLIC® Chronicles - a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability

In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.

11/16/2023

Are UHNW families too discreet for their own good?

‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’

11/16/2023

Trust, tech and transformation: Navigating investor priorities

Investors want to better understand how companies are managing crises and staying resilient

11/16/2023

Number claiming Pension Credit soars 75% on back of government campaign

A pension credit is worth over £3,500 a year on average.

11/15/2023

Addleshaw Goddard: Financial Services and Banking News

The sectors covered are asset managers; asset owners; banks

11/15/2023

UK inflation sharply falls in October to 4.6% but pain not over yet

Official figures show inflation down from 6.7% in September

11/14/2023

Nucleus CEO: 'I tend to stay around and eat my own cooking'

Since becoming chief executive of the business after the integration with James Hay, Rowney said he was intrigued by his reputation as a 'change manager'.

11/14/2023

EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team

Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.

11/14/2023

Guidance for private capital investors in the UK corporate real estate market

We have set out our views on what should be the top priorities for other investors l

11/14/2023

US earnings growth should underpin equities in 2024

The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.

11/13/2023

Britain's £260 Billion Trust Industry Is in Rapid Decline

Fundraising has dropped, sector is underperforming the broader market

11/13/2023

FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.

11/13/2023

Channel Islands to benefit from family office outsourcing boom

The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.

11/13/2023

New report highlights latest trends in private wealth sector

The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.

11/10/2023

Generali top performer in the .Sustainability ranking by Lundquist

Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.

11/10/2023

Advisers switching fee structures in reaction to Consumer Duty fair value

With 3% of firms still in noncompliance

11/10/2023

UK employers want to improve the employee experience of benefits

While many employers acknowledge shortcomings in their current benefit strategy, the majority have committed to making changes to positively improve the employee experience.

11/09/2023

Disappointment as pensions omitted from King’s Speech

This is likely to be the last parliamentary session before the General Election, and the current government has been consulting on a long list of initiatives.

11/09/2023

Economic challenges leave advisers with concerned clients

Advisers say they are experiencing increasing demand for client support

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Interview with Mr. Selman Bicaco, Head of Private Banking and Wealth Management, Piguet Galland & Cie

11-17-2025

State Pension could suffer ‘dramatic’ change — It could reach 70 within 5 years

11-17-2025

JPMorgan plans to hire 200 wealth advisers for its private bank next year

11-17-2025

International Banker 2025 Western & Eastern European Awards Winners

11-17-2025

Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF

11-20-2025

Families caught as £100k tax squeeze deepens, says Rathbones

11-21-2025

Debrett’s Group Expands into Wealth Management through Strategic Partnership with Mulberry Bow.

11-19-2025

Analysis-Norway’s wealth tax trades millionaires for equality

11-24-2025

Schroders UK Financial Adviser Survey 2025: Advisers look to diversify portfolios to strengthen resilience

11-24-2025

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

11-24-2025

Partners Group's $9.2bn evergreen fund underwhelms after two decades

11-24-2025

Building resilient portfolios in 2026: how investors can navigate AI, commodities and market risks

11-24-2025

UK tax take continues to rise ahead of Autumn Budget

11-24-2025

New initiative launched to ease adviser shortage

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EQT to distribute its private markets strategy through Deutsche Bank

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