INSIGHT

SORBUS is pleased to announce its new advert at Lord’s. (We know the people in the box!)

It is commonplace to observe that “robots” – the machines, the software, the algorithms, Artificial Intelligence in its broadest sense – are displacing workers and taking up tasks at an accelerating rate.

“When you combine ignorance with leverage, you get some pretty interesting results.” Warren Buffett.

From Private Bank to Private Office: the next generation of ultra high net worth investors.

“The most important election of a generation” David Cameron This note examines the above assertion and explores the impact for investors of today’s vote.

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 our match fitness for the year ahead.

Professor Feiger has considerable experience within the financial services sector having held senior positions at both UBS and SBC Warburg in the US.

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 of the year.

We have previously noted that UK banks were starting to look interesting from an investment perspective and we now examine this in more detail.

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 analysts claiming to predict the future with precision.

“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”.

Reuters reports that private equity owned companies face difficulties refinancing billions of dollars of existing buyout loans and raising extra debt for acquisitions.