Evelyn Partners: We’ve turned away firms giving poor quality advice
Some firms have had to pay out millions in compensation for bad advice given by firms before they acquired them.
Comment & Analysis
5245 articles found
Wealth managers falling short in addressing ESG problems
Improper ESG engagement is leading to retail underinvestment, finds study
How innovative thinking can de-risk your portfolio
What worked in the past won't work in the future, warns veteran portfolio manager
3 investment trust ideas that could help tackle inflation
We look at the potential benefits investment trusts can offer to income-seeking investors and share 3 investment trust ideas.
Valerie Rockefeller: ‘The whole notion of philanthropy is built on inequity’
A lot of projects are about individual potential, so we do a lot in education, healthcare, the arts and expression.
LGT Navigator: Investors take cover ahead of central bank meeting
The euro fell against the US dollar at the beginning of the week for the first time since mid-July below parity and reached at times a low of 0.9970, respectively, the lowest value in more than five weeks.
Risks of default weighed on Bank Linth in the first half of the year
As the bank writes, operating income would have been at the same level as in the first half of 2021 if value adjustments in the interest business due to default risk had not been increased by CHF 2.8 million.
How equity release by the older generation is helping first-time buyers
The findings also reveal that property wealth is progressively being seen as a usable asset for today rather than a legacy investment.
Why are UK takeovers on the up again?
UK companies continue to draw takeover interest, especially from private equity firms. We look at why this is happening and which sectors may be most attractive for potential buyers.
Is it Time to Book Profits in Private Banks? Maybe ‘Strongly’ Yes!
These moves might not seem too much to some investors, but looking at the broader sectoral move, a 25% rally in the sector in two months is a bit over the top. The P/E ratio of the index itself has surged to over 20, now at 20.8.
Are Things Really That Good?
It is important to bear in mind that inflation can severely distort the apparent financial health of companies.
The golden rules to retirement planning: Piecing together the pension puzzle
In the second of our retirement series, we look at what you need to do to fund the lifestyle you want when you retire.