09/11/2020
Why do banks fill customer accounts with their own products?
This often has negative effects, at least for investors, as a new study shows.
Comment & Analysis
09/10/2020
Doing well by doing good:
The evidence for enhanced performance in ESG investing
09/10/2020
Asset Management Europe by Rothschild
Firstly, the continued spread of Covid-19 is an ongoing drag on behaviour and the normalization in cross-border mobility.
09/10/2020
Great wealth transfer – don’t expect to just ‘muddle through’
Many of the families we work with perceive tax or a market recession to be their biggest challenge.
09/10/2020
A crisis like no other - where to now?
Equity markets have moved from a near-term focus to a forward-looking one
09/09/2020
Explainer: A peek into China's $14.6 trillion asset management industry
The China Banking and Insurance Regulatory Commission is the administrative authority for the wealth management business and subsidiaries of commercial banks and the asset management business of the trust and insurance companies.
09/09/2020
How the wealth industry risks failing its clients
Technology and processes must help bring people closer to their money
09/08/2020
AT1s look attractive for investors today
AT1s having benefited from the last decade’s banking reforms, the potential for attractive returns in this asset class could grow considerably in a stabilisation scenario.
09/08/2020
John Glen speech to investment management sector on sustainability and responsible investment
The Economic Secretary to the Treasury spoke about the opportunity to extend the UK’s leadership in responsible investing and strengthen the UK’s position as a leading global financial centre.
09/08/2020
WeekWatch by St. James’s Place
Large technology companies have enjoyed a surge in their share prices in recent months
09/08/2020
Otherwise fine by Rathbones
Chief investment officer Julian Chillingworth is chipper enough, albeit with an umbrella under his arm.
09/07/2020
AIM dividends set to fall by at least a third in 2020
The second quarter usually marks a seasonal high point for dividends
09/06/2020
Gold's rally may have paused, but the world's biggest wealth manager still thinks a 10% allocation to bullion is 'not a bad move right now'
The rally has slowed down in the last month, raising the question of whether investors should hold so much of it.
09/04/2020
BoE comments press the case for further targeted government support
Live data points provide some comfort but it is right to remain cautious on how the recovery will play out.
09/04/2020
LEBC founder Jack McVitie dies
Jack McVitie will be sorely missed by everyone who knew him, and our thoughts are with his family through this sad time.
09/04/2020
SJP wins 2020 Financial Adviser Diversity in Finance Award
'Championing LGBTQ Inclusion' award recognises companies who have taken significant strides to promote the equal treatment and inclusion of LGBTQ people at all levels of the workplace
09/04/2020
The value of financial advice
New report from St. James's Place and Boring Money aims to identify how consumers receive and benefit from advice
09/04/2020
BNP Paribas Swings to Hefty Swiss Loss
The Swiss bank's revenue slid 28 percent to 18.7 million francs, while it was only able to slash spending by a modest seven percent in response.
09/04/2020
9 Tips for Managing Remote Employees
HR should help managers with nine specific activities to ensure employees get the requisite support to tackle the emotional roller coaster of this crisis — and are productive and engaged.
09/04/2020
Demand for private islands skyrockets
The data also reveals searches for ‘how much does it cost to buy an island’ have increased by 200% over last year as people look for isolated locations to get away to.