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
Comment, Analysis & Research
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.
12/13/2023
KPMG comments on today’s GDP data
“Economy set to weather the downturn over the remainder of the year” says Yael Selfin, Chief Economist at KPMG UK.
12/12/2023
UBS Real Estate Costs Jump After CS Takeover
The British business newspaper makes reference to a report submitted on Friday to the US Securities and Exchange Commission.
12/12/2023
French central bank sees fourth quarter growth of 0.1%
It had previously estimated growth this quarter at 0.1-0.2%.
12/12/2023
COP28: A debate in the desert that cannot hide an unstoppable trend
Investment in clean energy overtook investment in fossil fuels five years ago and today significantly exceeds it.
12/12/2023
UK wage growth slows as unemployment remains steady
Averaged 7.3% in Q3
12/11/2023
Hermes creates Europe’s biggest family fortune after spurning LVMH
Arnault told Puech, the family patriarch at rival Hermes, that his company had amassed shares in the maker of the iconic Kelly and Birkin bags.
12/11/2023
Billionaires accumulate more wealth through inheritance than entrepreneurship for first time
The report surveyed, for the second time, UBS billionaire clients around the world on the unique challenges and opportunities they face as stewards of great wealth.
12/07/2023
Ten Investment Convictions for 2024
The historical evidence argues against ruling out a recession, but we do not expect to see a severe US downturn this time.
12/07/2023
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
12/07/2023
BAT's £25bn write-down will flatter future results
As a result, share buybacks will be considered should the deleveraging of the business continue as planned.
12/07/2023
Insurance providers, tackle cybersecurity breaches with confidence
IQ-EQ has seen first-hand how clients can be impacted by such breaches, including a recent incident where an insurance distributor operating in the UK and EU sustained a data breach caused by ransomware.
12/06/2023
What should I do with my cash holdings?
Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.
12/06/2023
At Credit Suisse in the Mittelland, the ranks are thinning out
Meanwhile, research in the important Mittelland region shows that hardly anyone of the experienced private bankers from the taken over institution remains.