11/28/2023
Bell’s small & mid-cap portfolio – a bellwether
This means investing in high-quality businesses, which are most likely to outperform over the long term, while ensuring that investors do not overpay for them.
Comment & Analysis
11/27/2023
UBP’s Michael Blake on his supercharged strategy
Our CEO Captain edition is back! This time, Citywire Asia speaks to UBP's Asia chief about a strategy that saw strong hiring and a differentiated approach to servicing the region's burgeoning wealth clients.
11/27/2023
Six ways to grasp the opportunities when scaling your business
Franklin Asante, Head of Entrepreneurs at Coutts, explains the unique challenges and opportunities facing high-growth entrepreneurs as they scale their businesses.
11/24/2023
Autumn Statement 2023 – benefits for business owners, investors and savers
Business rate relief, multiple ISAs and National Insurance cuts – three of the biggest changes announced in the government’s Autumn Statement yesterday.
11/24/2023
Gen X overtake Millennials as the biggest buyers of ETFs
Underwhelming returns averaging 2 per cent in 2023
11/24/2023
10 tips for smart, sustainable shopping this Black Friday
As such, what we buy also accounts for much of the human activity that is straining nature’s budgets – otherwise known as the planetary boundaries.
11/24/2023
JTC to acquire Blackheath
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
11/24/2023
UK Autumn Statement reaction
Schroders economic and investment experts respond to the UK Government's Autumn Statement.
11/24/2023
Autumn Statement 2023: Triple lock maintained to give 8.5% state pension increase next April
Sian Steele, Head of Tax at professional services and wealth management firm Evelyn Partners, asks if the state pension triple lock is sustainable over the long term
11/23/2023
Looking Beyond China
Unlike post-bubble economic restructurings of the past, this one in China is being complicated by the shifts in the geopolitical order.
11/23/2023
UBP Investment Outlook 2024
After a break, they then pick up afresh in January in the Middle East, Asia and on additional dates in Europe.
11/23/2023
4 charities are thankful for Warren Buffett this Thanksgiving, as he gives away $870 million of his fortune to philanthropy
The head of Berkshire Hathaway has donated roughly $870 million to four family-run foundations, a continuation of the philanthropy he has undertaking since 2006.
11/23/2023
The share of executives recognizing the business case for sustainability has tripled in the last year
The improved understanding of the ROI hasn’t translated into increased investment yet, however the last 12 months saw significant progress in sustainability roadmaps and shifts in business models
11/22/2023
Balancing the risk and rewards of investing
There are other times when the balance between risk and reward are ‘about right’, including the volatile situation we find ourselves in today.
11/22/2023
African billionaires seek new shores in hunt for offshore security amid currency challenges
This move not only indicates a significant change in wealth management strategies but also highlights the growing need for financial security against the backdrop of the fluctuating economic conditions in their native countries.
11/22/2023
Ex-Pinnacle chiefs hunt for fast-growing fundies
Managing director Adrian Whittingham told The Australian Financial Review the firm had met with more than 80 fund managers since it opened in March and was getting close to allocating money.
11/22/2023
Baillie Gifford: Our Managed fund became ‘over attractive’ to advisers
Assets in the firm’s multi-asset flagship have dropped from over £9bn at the height of the pandemic to around £5bn now, after the ‘hot money’ from advisers dried up.
11/22/2023
IQ-EQ wins two awards at the AGF Service Providers Awards 2023
The awards were created to honour and generate both industry and public recognition of the outstanding efforts and accomplishments of fund service providers covering Africa.
11/22/2023
European real estate: capitalising on market dislocations
As liquidity is unlikely to recover to the levels seen in the past six years, investors in the sector will be looking at longer holding periods and could turn to private lenders to increase their risk-adjusted returns.
11/21/2023
Vietnam’s ultra-rich individuals to hit 1,300 by 2027: Knight Frank
It predicts that Vietnam will have more than 112,200 millionaires by 2027, a more than 60% increase from 2022 and a 173% increase from 2017.