09/19/2023
Why the US dollar may be stronger for longer
If the US economy has surprised investors with its resilience, the dollar has also confounded early-2023’s expectations that it would weaken.
Comment, Analysis & Research
09/19/2023
Record number of centenarians reiterates importance of retirement planning
There are many factors which have caused this considerable rise, including massive improvements in health care and spikes in the number of births after the end of World War One.
09/19/2023
It’s what you know (and just ain’t so)
The House View on portfolio diversification
09/19/2023
15 years since Lehman's: from 5% to 0.25% and back
From a UK perspective, Lehman’s UK businesses went into administration on the same day and UK bank shares plunged.
09/19/2023
Future of Wealth Management is relationships not transactions, new research finds
Wealth management staff will need new skills – to support and complement deployment of more technology
09/19/2023
UBS is cutting researchers, including its own people
They included some of its own historic staff and some who'd moved from Credit Suisse.
09/18/2023
Private infrastructure: Providing access to the key drivers of the infrastructure transition
They also offer some protection against global market volatility and inflation spikes, and are a source of funding when the traditional banking avenues are unavailable.
09/18/2023
Should UBS be nationalized?
For this purpose, a group led by the non-party Bernhard Schmidt submitted the text of a popular initiative to the Federal Chancellery for preliminary examination.
09/18/2023
Former Barclays bank in North Wales town could get a new future
The site closed in 2021 and has been empty since then
09/18/2023
Quilter advisers climb Snowdon and raise over £10,000 for the Quilter Foundation
The funds will go towards the Quilter Foundation’s Local Community Fund which offers grants of up to £10,000 to local charities nominated by Quilter employees and advisers.
09/18/2023
Hiding behind the technicalities
In the earlier phases of the hiking cycle, this involved much clearer signals of further increases.
09/18/2023
Platforms must stop dragging their feet on ETF integration
Using ETFs in MPS offerings should be a match made in heaven, but in reality, it can be a nightmare for investors
09/18/2023
Nokkel and FNZ research states property wealth is critical for retirement
In collaboration with FNZ, the global wealth management platform, Nokkel, a house wealth and fintech platform, provides research on the UK's financial advisers' increasing interest in house wealth, conducted by the lang cat.
09/14/2023
We’re not expecting a crash or a global recession
Union Bancaire Privée has acquired an asset management business in Japan
09/14/2023
Scottish Widows Platform adds new tech as part of upgrade
It should allow advisers to use real-time platform data meaning they will not have to re-enter information manually.
09/13/2023
Pensioners look set to receive second bumper pay rise as wages grow 8.5%
Over the past few years, the triple lock has become a symbol of intergenerational tension.
09/13/2023
Result of the simplified tender offer for Rothschild & Co’s shares
Concordia and the concert members have crossed the 90% threshold of Rothschild & Co’s capital and voting rights, thereby allowing for the mandatory buy-out of the remaining shares.
09/13/2023
New mortgage data highlights concerns about housing market's health
Such a shift underscores the deepening concerns, as highlighted by recent house price indices, about the UK's property market and its ongoing health.
09/13/2023
Fidelity poll: Big investors lack awareness of ‘just transition’
A survey of 120 European and Asian institutional investors and intermediaries revealed only 42% were aware of the term
09/11/2023
Pensioner poverty: fear of rise over decades as UK under-40s wealth falls
Drop from £7.53 in every £100 to £3.98 in 10 years comes as property drives intergenerational divide