10/16/2023
Banks enjoying highest profits since 2008 global financial crisis
In several countries, that gap has now become so large that politicians have criticised banks for not quickly enough passing on benefits to consumers.
Comment, Analysis & Research
10/16/2023
BoE's Andrew Bailey: 'There is an awful lot still to do' to bring inflation down to 2%
IMF annual meeting in Marrakesh
10/16/2023
Goldman Sachs cut London analyst bonuses 60% in two years
If you work as a junior banker at Goldman Sachs in London, it seems there was both good and bad news from the most recent pay round.
10/13/2023
Mike Baer: Around 100 applications in two days
To a large extent, this passion drove the great-grandson of Julius Baer, founder of the eponymous Swiss-based bank, away from the wholly structured daily routine in a traditional bank.
10/13/2023
HSBC Trust and Fiduciary Services wins prestigious Award
HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.
10/13/2023
GDP growth not yet non-existent for the UK, but pain likely to come in 2024
We have also started to see hints that the pressure of the cost-of-living crisis is beginning to lift for households.
10/13/2023
Consumer duty could spark new MPS wave
Recent Cerulli research highlights how consumer duty may push advisers who want to focus on models and cost towards model portfolios.
10/11/2023
The Centi-Millionaire Report 2023
The Centi-Millionaire Report includes exclusive statistics on centi-millionaires provided by global wealth intelligence firm New World Wealth.
10/11/2023
Long-term asset funds (LTAFs) and investment trusts: the pros and cons of both
Investors have long made use of a wide range of investment trusts focused on private markets. Recent regulatory change and innovation is bringing a wider choice, including the open-ended LTAF.
10/11/2023
Global benchmark on workplace mental health suggests CEO leadership integral to healthy workplaces
This year’s benchmark, covering 110 of the world’s largest listed companies, found a continued lack of CEO advocacy on mental health.
10/11/2023
Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project
10/11/2023
Uncovering behavioural biases when investing
With the right approach, investors can counteract the behavioural biases that could otherwise lead them astray.
10/11/2023
One in five parents use property wealth to help families onto ladder
‘Bank of Family’ holds £3.5trn in housing wealth
10/11/2023
'Real world' maths more likely to treat UK epidemic of financial illiteracy than compulsory maths to 18
Financial hardships, as evidenced by the cost-of-living crises and global economic challenges, can be daunting.
10/10/2023
Investing in private assets: what does the future hold?
Historically, the best years for private equity have often been the crisis years – 2001 or 2008 for instance.
10/10/2023
The Emergence of a New Class of Super-Rich
This fast-growing global elite of highly influential super-wealthy movers and shakers boast investable assets of USD 100 million or more.
10/09/2023
Small DB pension schemes need to be flexible to ensure insurance buy-out, as PwC analysis shows funding remains strong
Meanwhile PwC’s Low Reliance Index has had a record month with a surplus of £365bn.
10/09/2023
Retirement advice market is entering a new and more challenging era
No one will have to buy an annuity” was seemingly interpreted by many as 'no one should buy an annuity'.
10/06/2023
Volatile Bond Markets Drive Flight From Equity Funds
Outflows of £206m from equity funds
10/06/2023
Schroders Institutional Investor Study 2023: Investors target sustainability and private assets amid energy transition opportunities as inflation concerns remain
The annual study, which spans 770 investors across 36 regions and US$34.7 trillion in assets, is a strong barometer of the investment appetite of investors across the globe.