03/14/2025
Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’
He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.
03/14/2025
He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.
03/14/2025
Maxine Lace talks about her learnings from working with clients in the front line at our latest Four Pillars of Capital dinner
03/14/2025
Despite the non-dom scheme attracting wealthy foreign investors to the UK where they invested and created jobs, the Labour Government scrapped it.
03/14/2025
Tariffs and increased labour costs were more worries than reality in January, the month covered by these numbers.
03/13/2025
The Net Promoter Score (NPS), which indicates the willingness of clients to recommend the bank, has increased across all client units in 2024.
03/12/2025
Platforms have tried, over time, ‘to be everything to everyone’, believes Nick Raine. Sometimes, he says, they should have said no
03/12/2025
Overall, interest income is not keeping pace with interest expenses.
03/12/2025
Often, clunky and outdated wealth management portals are not able to deliver those, and so client engagement suffers.
03/11/2025
The event will take place in London’s Marylebone district
03/11/2025
The survey, which gathered responses from 75 industry professionals, highlighted significant concerns about the fairness and practicality of the proposals.
03/11/2025
People are clearly adjusting to what is the new normal when it comes to mortgage rates.
03/10/2025
This survey showed that forecasts for 2025 GDP growth have slipped to 1.1% from 1.25% in the previous quarter.
03/10/2025
Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.
03/10/2025
UHNW buyers showed preference for privacy, security, and exclusivity, driven by tax policy changes and lifestyle shifts.
03/07/2025
The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.
03/07/2025
The impact of the pandemic and the subsequent cost of living crisis has meant the industry has moved to improve things at a pace they may not have previously.
03/07/2025
The “UBS Global Investment Returns Yearbook 2025” shows the market performance of the last 125 years for various asset classes.
03/07/2025
Men are twice as likely to have a personal pension than women
03/07/2025
To mark International Women’s Day and its theme of ‘Accelerate Action’, female wealth managers discuss what can be done to speed up gender equality in finance.
03/07/2025
Fiscal shifts, coupled with ongoing market challenges, are reshaping business owners’ outlooks, report by Brown Shipley found