One in 10 advisers confident retaining clients' family wealth
Octopus conducted research to examine the relationships between the financial advice industry, advised clients and their families
Comment & Analysis
5273 articles found
How climate concerns are impacting Britain's wealthy young homeowners
Embracing sustainability is rapidly becoming the new lifestyle choice for many.
Asset protection and trusts- How much control will tip the balance?
In most jurisdictions, trust assets will be more vulnerable to attack from a settlor’s creditors
Why Are We Still Looking for Nazi-Looted Art?
This statement of 11 nonbinding principles was designed to support and encourage each country to make the resources available to aid in the identification and registration of Nazi-looted art.
They Don’t Know What They are doing
What’s even more intriguing is the fact that two members of the committee voted to leave the policy rates unchanged, while three other members were in favour of raising the rates more substantially.
Swiss Life Hits the Ground Running in First Quarter
The decline is most likely the result of the broadly negative trends in the financial markets this year.
They Don’t’ Know What They are Doing
The equity market has traded sideways after recovering from the precipitous fall in mid- March.
The more independent, the better
Especially in times of war and inflation, the question is not whether the markets will correct, but how much.
AJ Bell shares economies of scale with customers via 38% fund chargers cut
The funds are managed in line with five different risk levels so that investors can choose the fund that matches their individual risk profile.
UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios
The survey found business owners tempering their hiring and investment plans and are focusing on increasing their employee benefits, IT spending and upgrading talent.
The End Of History
“Everything that can be invented has been invented.” - Attributed, probably falsely, to Charles Holland Duell, Commissioner of the US Patent Office from 1898 to 1901.
BTG Pactual reports record quarter ever for revenues and net income
With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y