Why bother with an Investor Day?

Why bother with an Investor Day?

Meteorologically, November marks the ending of Autumn and the descent into Winter. For the European financial sector it also marks open season for Investor Day strategy presentations, a season that can often last until early summer. These events come with many names –...
Veritum Partners expands

Veritum Partners expands

The financial services consulting firm Veritum Partners is delighted to welcome Andy Griffiths as a new partner. Andy recently stepped down as Chief Executive of the UK’s Investor Forum of which he was a co-founder. Prior to that he was one of Europe’s leading...
Why is the cost of equity so high for banks?

Why is the cost of equity so high for banks?

At the Morgan Stanley financials conference 6 years ago investors were polled on where they thought the cost of equity for European banks would be at the end of that year. Not a single investor at the time said above 11%. Yet at the same conference earlier this month,...
Investor Days are no panacea

Investor Days are no panacea

The popularity of Investor Days for Financial Services Companies is on the rise once more. There was a lull during Covid but in early June 2023 three European banks hosted such events and the total number for 2023 looks set to be up strongly year on year. An analysis...
Why bother with an Investor Day?

Q1 2023 Summary Report

The Q&A trends you really need to know… For Financials the Q1 2023 reporting season seemed to stumble from one troubled name to the next whilst managing to avoid outright contagion. The challenges facing several US banking names were most acute with the regional...