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.’
Comment, Analysis & Research
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
11/08/2023
Why London is still calling the world's wealthy
Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.
11/08/2023
Global equities: time in the market rather than timing the market
The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.