08/26/2022
$25,857: the cost of trying to time the market
When markets fall, the natural instinct is to sell. Our research highlights down to the dollar (and pound) precisely how much it can cost to miss the stock market’s best days.
Comment & Analysis
08/26/2022
Tech billionaires to dominate GCC soon, says global wealth tracker Hurun
A surging influx of immigrant entrepreneurs building global tech companies in the region and rising investments in new economy startups are driving the change
08/26/2022
Rich men like Jeff Bezos to Sergey Brin leave their wealth in the hands of women
Brin's family office, Bayshore Global, named 35-year-old Goldman Sachs alum Marie Young as chief investment officer in January.
08/25/2022
Swiss Banking on a Wild Goose Chase with the EU
Private bankers tend to gripe, usually to anyone within earshot, about how everyone and everything is always conspiring to get between them and their clients.
08/25/2022
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.
08/25/2022
Wealth managers falling short in addressing ESG problems
Improper ESG engagement is leading to retail underinvestment, finds study
08/25/2022
How innovative thinking can de-risk your portfolio
What worked in the past won't work in the future, warns veteran portfolio manager
08/23/2022
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.
08/23/2022
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.
08/23/2022
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.
08/23/2022
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.
08/23/2022
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.
08/22/2022
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.
08/22/2022
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.
08/22/2022
Are Things Really That Good?
It is important to bear in mind that inflation can severely distort the apparent financial health of companies.
08/22/2022
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.
08/22/2022
Schroders: Economic and Strategy Viewpoint - Q3 2022
In the quarterly update to our forecasts, we examine the impact that rapidly rising interest rates could have on global economic growth.
08/22/2022
McDonagh - the woman who takes two steps at a time in CS
This brings the previous head of the Bank of Ireland a good deal closer to the top position in a global banking group.
08/19/2022
HSBC: Singapore to House Most Millionaires Per Capita in Asia
The bank forecasts that millionaires will make up 18.5 of the city-state’s population by 2030, up from 7.5 percent in 2021.
08/19/2022
Inflation surges to 10.1%: Mortgage borrowers urged to act as lenders get ahead of the BoE curve
The raised possibility of an increase in Bank Rate to 2.25% next month should really focus the minds of borrowers who can take steps to try and lock in at rates that are on the market now.