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Comment, Analysis & Research

12/19/2023

Schroders UK Financial Adviser Survey 2023

Advisers feel the impact of Consumer Duty as clients grow bearish and brace for further disruption in 2024

12/19/2023

Lombard Odier partners with Women in Finance research programme

The distinguishing feature of this five-year programme is its human resource-focused approach.

12/19/2023

Online luxury retailer Farfetch is getting a last-second, $500 million tug out the mud

Left behind in the rescue deal from South Korea's Coupang is Farfetch's hope of buying its top rival

12/19/2023

For Gen X, a 'dream retirement' is a long shot

The next generation to be retiring has a lot of catching up to do

12/19/2023

Scalding reminder after hottest summer on record

The scale of the challenges created by climate change and the associated risks has spurred a host of decarbonisation commitments by governments and companies.

12/19/2023

One in five financial advisers unsure how to help budding philanthropists

Half of those polled by the Charities Aid Foundation say this is due to a lack of available training

12/18/2023

How wealth managers can invest for a nature-positive future

Proactively introducing nature positivity into portfolios is one way for investors to get ahead of shifting regulations, swings in public sentiment, and the impacts of a changing natural world.

12/18/2023

“Italy is a country of entrepreneurs" - Stephen Kamp and Alberica Brivio Sforza illustrate the importance of this strategic market

The wealth and asset management firm, founded in 1796, has always been one of the points of reference for entrepreneurs and their families, to whom it offers a wide range of services, from made-to-measure wealth management to succession consultancy.

12/18/2023

Put down your bags in the land of sustainability with DELSEY PARIS – interview with CEO, Davide Traxler

It has anticipated the evolution of uses and trends thanks to a culture of innovation that lies at the heart of its DNA.

12/18/2023

Retirees still caught off guard by inflation impact

It also said that pension providers should look to strengthen the information they provide on inflation in their customer information and education resources.

12/18/2023

Asset management giant opens door for US-style exec bonus structures

It noted that there had been an increased push towards remuneration structures that are more closely aligned to US-style pay

12/15/2023

The weekend starts here − speech by Dave Ramsden

Given at Deloitte, London

12/15/2023

Property price crash in 2023 saved by lack of stock with softer landing more likely now next year

The rapid rise in interest rates coupled with the huge spikes in the cost of living coming from both food and energy prices made for a troubling outlook.

12/14/2023

Supporting many of the world’s leading families and wealth creators across generations and geographies

Sportspeople benefit from holistic family office approach

12/14/2023

UK home to more of Europe’s most successful companies than elsewhere

Monzo and Revolut are among the fastest-growing companies by revenue in Europe, Amply's Aisling O'Toole writes

12/14/2023

Increased client demand presents an untapped opportunity for advisors to capitalise on investing in ‘passion’ assets in 2024

There is a solid understanding from advisors on the positive attributes of investing in passion assets, as well as a belief that they are expected to deliver solid investment returns over the next five years.

12/13/2023

Waystone goes live with Milestone Group’s oversight platform

The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients

12/13/2023

FCA writes to firms about the treatment of retained interest on customers’ cash balances

The amount of interest earned by some firms has increased as rates have risen.

12/13/2023

Wage growth dips and unemployment holds steady as BoE poised to hold rates higher for longer

The Bank of England’s next interest rate decision is just days away, and the future of interest rates is becoming ever harder to predict.

12/13/2023

UK GDP contraction piles pressure on Bank of England

Calls for rate cuts are likely to grow stronger should this sort of economic data persist.

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