Chairman's Notes

THAT WAS 2014 - WHAT DOES 2015 HAVE IN STORE?

31 Dec 2014

It is at this time of year that the SORBUS Advisory Board reflects on the changes in the wealth management sector over the last 12 months and more particularly assess...

Professor Feiger has considerable experience within the financial services sector having held senior positions at both UBS and SBC Warburg in the US. Steve Hollis, Chairman said: “To attract someone...

News

REVIEW OF 2014

31 Dec 2014

The S&P 500 gained 16.8% during 2014. Following a poor first quarter when the U.S economy actually contracted due to extreme weather conditions, growth picked up markedly over the course...

Research

BANK ATTRACTION

31 Dec 2014

"Bank valuation anomalies will be made clear over the coming months and years as resolution progresses." Andy Lees, MacroStrategy We have previously noted that UK banks were starting to look...

Research

OIL TOIL

31 Dec 2014

The price of oil has plunged in a manner no commentators were predicting at the start of this year. An initial conclusion should be to reinforce your scepticism of solemn...

Research

EXPOSING INVESTING COSTS

31 Dec 2014

"No good reasons have been put forward for why all the costs of investment management, both visible and hidden, should not ultimately be fully disclosed” David Blake, Pensions Institute, Cass...

Snapshots

PRIVATE EQUITY REFINANCING

31 Dec 2014

Reuters reports that private equity owned companies face difficulties refinancing billions of dollars of existing buyout loans and raising extra debt for acquisitions. Banks may be unwilling or unable to...

Snapshots

UKRAINE

31 Dec 2014

The urban slang term “to be corzined” can be defined roughly as follows: When something of value is stolen, and everyone who was in charge of safeguarding said item claims...