Comment & Analysis

Comment & Analysis

‘Island of stability’: Is the UK now one of the best investment zones?

August 28, 2024

Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.

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Comment & Analysis

Too far, too fast? The dollar in decline

August 28, 2024

That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.

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Comment & Analysis

Quilter Cheviot lowers fee for nominee MPS

August 28, 2024

The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.

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Comment & Analysis

‘Phantom wealth': Millennials are richer at their age than their parents were — but could it just as easily go away?

August 23, 2024

Millennials – people born between 1981 and 1996 – are on average wealthier than their parents were at the same age.

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Comment & Analysis

Swiss Re reports a net income of USD 2.1 billion for the first half of 2024

August 23, 2024

The Group's financial performance was supported by strong contributions from all Business Units, and Swiss Re maintains its full-year targets.

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Comment & Analysis

Swiss real estate offers opportunities as interest rates decline

August 21, 2024

The sector traded in a persistent downtrend, and we expected outflows to persist after more than a decade of investors increasing allocations to ‘alternative’ assets.

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Comment & Analysis

GBST and Barnett Waddingham renew long-term Composer contract

August 21, 2024

Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.

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Comment & Analysis

Hong Kong's CIES is off to a bumpy start, experts say

August 20, 2024

The relaunched CIES is off to a stuttering start due to its complexity and competition, as ultra-wealthy individuals gravitate toward family office tax breaks.

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Comment & Analysis

Ireland tops rankings of best citizenships for HNWs

August 19, 2024

The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity

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Comment & Analysis

Can VP Bank Turn Around Its Persistent Turmoil?

August 19, 2024

A difference in expectations was cited as the reason for the exit of the two private banking veterans.

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Comment & Analysis

Sun Life Singapore targets UHNWs with social impact feature

August 14, 2024

The insurance firm's recently revised legacy plus feature is resonating with its high and ultra high net worth clients looking to make an impact while protect their assets.

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Comment & Analysis

Solving the solvency jargon

August 13, 2024

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

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