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1 month ago | 
moneymarketing.co.uk | Brian Byrnes |Ben Kumar |Jamie Jenkins |Dan Cooper
As humans, we naturally seek longevity. This can be seen by our fascination with the world’s ‘blue zones’, regions where it’s believed people enjoy long, healthy lives. While the original research into ‘blue zones’ has been questioned, the underlying philosophy that early habits profoundly impact long-term well-being holds true.
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Dec 13, 2024 | 
moneymarketing.co.uk | Ben Kumar
When does the Christmas period start? Is it when Christmas songs dominate the airwaves? Or perhaps when the lights go up on the local high street? Or, in the case of that one house in my neighbourhood, is it as soon as the Halloween decorations come down?!In finance, it’s when people start talking about the ‘Santa Rally’. This refers to the festive financial… theory? … that equity markets (presumably fuelled by mulled wine) “always go up at Christmas time”.
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Dec 5, 2024 | 
investmentweek.co.uk | Ben Kumar
From huge institutions through to individuals, many investors have been voting with their wallets. They have been moving away from high-cost active approaches towards low-cost passive products, away from star stock-pickers and towards indices like the FTSE 100 and S&P 500. Goshawk AM: 'Passive is risky' and the case for active management in a global market And one of the more common themes recently is whether, ultimately, the whole world will be passive – and what that will mean.
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Apr 4, 2024 | 
pwmnet.com | Ali Al-Enazi |Ben Kumar |Ali Alenazi
Nicholas Syz talks about how today’s wealth managers can embrace family business succession, innovation and artNicholas Syz, head of private banking at Syz Group in Geneva and a former Swiss national bobsleigh champion, represents a new generation of financiers. In 2009, he graduated with a master’s in finance and strategy from the Paris Institute of Political Studies.
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Apr 4, 2024 | 
on.ft.com | Ali Al-Enazi |Ben Kumar |Ali Alenazi
Nicolas Syz talks about how today’s wealth managers can embrace family business succession, innovation and art Nicolas Syz, head of...
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Mar 22, 2024 | 
moneymarketing.co.uk | Ben Kumar |Haydn Barlow
It was a surprise to many, me included, when chancellor Jeremy Hunt announced he would be abolishing the lifetime allowance (LTA) in the 2023 spring Budget. The LTA, introduced in 2006, was initially conceived as a mechanism to curb the tax-favoured pension savings within registered pension schemes and has since been on a rollercoaster journey – from its inception at £1.5m to subsequent adjustments, including a peak at £1.8m and a gradual descent to its most recent level at £1,073,100.
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Mar 19, 2024 | 
moneymarketing.co.uk | Kimberley Dondo |Ben Kumar |Salome Asabre
Good morning and welcome to your Morning Briefing for Tuesday 19 March 2024. To get this in your inbox every morning click here. Saltus names new chairWealth management firm Saltus has appointed Bronek Masojada as chair to support the firm’s growth agenda. With a wealth of experience garnered from his previous role as chief executive of Hiscox, Masojada brings invaluable insight and leadership to the Saltus board.
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Mar 14, 2024 | 
moneymarketing.co.uk | Ben Kumar
Asset manager participation in sustainability initiatives is growing quickly but “does not always correlate with better outcomes”, sustainable investment research firm Worthstone has revealed. In a new report – Are Investors Taking (not just Talking) the Initiative? – the business analysed 28 major sustainable investing initiatives and their adoption by over 100 global asset managers offering sustainable funds to UK retail investors.
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Mar 13, 2024 | 
moneymarketing.co.uk | Ben Kumar
Humans are, literally, creatures of habit. On any given morning you’ll indulge in a dozen habits. These could include your preparations for taking a shower, your method for making a cup of coffee or the sequence in which you put on your clothes. Nearly half the actions we take every day are habitual in some way. A good rule of thumb for identifying a habit is whether you do it while thinking about something completely different.
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Feb 21, 2024 | 
wealthdfm.com | Ben Kumar |Brandon Russell
Written by Ben Kumar, Head of Equity Strategy at 7IMLast week, we talked about dividends as a way for companies to reward their shareholders. But that’s not the only way that companies can distribute their profits. When a company is profitable, it can also choose to reward investors by buying some of their shares back (see end of email for the maths*). Companies buy some shares from investors, and then cancel them – just delete the shares from existence.
