07/09/2014
A survey conducted by Grant Thornton UK LLP has found that only 6% of respondents believe the costs of Solvency II are 'reasonable'. By contrast, the survey finds that more than three quarters (76%) of respondents consider the costs of Solvency
07/08/2014
The research surveyed stakeholders in family businesses with a 2012 turnover and family net worth in excess of US$100 million, as well as stakeholders in non-family businesses with a 2012 turnover and individual net worth in excess of US$25 million.
07/08/2014
Price of Luxury Livinfg Falls For Wealthy Londoners
Beluga caviar, cigars and fine dining are among the luxury goods and services that became more affordable for wealthy Londoners over the last year
07/08/2014
Research conducted by leading business and financial adviser Grant Thornton UK LLP has found that the UK's top retail banks are responding positively to the challenge of delivering improved customer experiences.
07/08/2014
It also highlights Santander’s Max 50% Shares fund and the Old Mutual Voyager Diversified fund, both of which use several of their own funds.
07/08/2014
Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem
07/07/2014
US Corporate War Chest by Justin Urquhart Stewart
One of the features of the US recovery from the financial crisis has been the growth in the cash piles amongst many of the corporates.
07/07/2014
“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” - Ben Graham.
07/07/2014
It is no surprise that the clients of wealth managers tend to be wealthy people.
07/07/2014
When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent
07/04/2014
As I approach my ten year anniversary at Psigma I have to admit that markets have rarely been so 'boring' and exciting new ideas have never been as hard to come by as they are now. It is a uniquely difficult investment environment.
07/04/2014
However, only 30% of respondents reported being asked for referrals by their wealth managers at least once a quarter.
07/04/2014
Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013
07/04/2014
Aavo Kokk, CEO of real estate advisory company Catella Corporate Finance says that these are good times for commercial real estate.
07/04/2014
Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.
07/03/2014
Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.
07/03/2014
In today’s Fundamentals briefing, Lars Kreckel, an LGIM equity strategist, looked to clear up some of the common misconceptions around equity valuations whilst presenting a new LGIM Composite Valuation Indicator, the Factor.
07/03/2014
“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’
07/03/2014
Portfolio Considerat​ions: The main risk is being under-inve​sted
07/03/2014
As a result of the Alternative Investment Fund Management Directive (AIFMD), most of the service providers have increased prices