Comment & Analysis Archives - Page 148 of 522

Baillie Gifford: Our Managed fund became ‘over attractive’ to advisers

November 22, 2023

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.

Comment & Analysis

Vietnam’s ultra-rich individuals to hit 1,300 by 2027: Knight Frank

November 21, 2023

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.

Comment & Analysis

IQ-EQ wins two awards in the Asset Servicing Times Industry Excellence Awards 2023

November 21, 2023

The awards are dedicated to supporting and recognising talented and dedicated firms, individuals and departments across the financial services industry.

Comment & Analysis

Private banking: Here’s how it works

November 20, 2023

Private banks and wealth management firms, which cater to wealthy individuals, typically assign clients a main representative.

Comment & Analysis

How I invest: 3 SIPP millionaires talk portfolios

November 20, 2023

The theory is that this rule allows you to take a steady 4% stream of income while maintaining sufficient funds that can be used to provide an income in future years.

Comment & Analysis

SPW: Sharp drop in inflation in October 2023

November 17, 2023

But it does suggest the BoE may be bringing inflation under control.

Comment & Analysis

Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

November 16, 2023

'This war of words against SJP and its advisers was getting out of hand'

Comment & Analysis

The CLIC® Chronicles – a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability

November 16, 2023

In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.

Comment & Analysis

Are UHNW families too discreet for their own good?

November 16, 2023

‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’

Comment & Analysis

Predictions 2024: Wealth Management

November 16, 2023

Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.

Comment & Analysis

Why allocate to structured investments?

November 15, 2023

Unfortunately, to capture the full benefits of long-term investing, investors must endure—and stay invested throughout—a series of highly volatile and uncertain short-term return periods.

Comment & Analysis

Schroders Global Investor Study 2023: Savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainties

November 15, 2023

The vast majority of investors however remain optimistic, with almost 90% expecting returns to be either identical to or higher than last year.

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