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Comment, Analysis & Research

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

Bridging the gap between wealth management and mental health

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

Moving Abroad from the UK: Best Countries for HNWIs

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

UK economy has ‘disappointing’ start to year amid fall in GDP

Tariffs and increased labour costs were more worries than reality in January, the month covered by these numbers.

03/13/2025

What kind of year was 2024 for ABN AMRO?

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

MM Meets… Nick Raine, CEO, Söderberg & Partners Wealth Management: ‘Concentrate on what you do best’

Platforms have tried, over time, ‘to be everything to everyone’, believes Nick Raine. Sometimes, he says, they should have said no

03/12/2025

Swiss franc bond market: The year 2025 is a tough one

Overall, interest income is not keeping pace with interest expenses.

03/12/2025

Four impactful approaches to boosting client engagement in wealth management

Often, clunky and outdated wealth management portals are not able to deliver those, and so client engagement suffers.

03/11/2025

London venue for II Connect 2025 unveiled

The event will take place in London’s Marylebone district

03/11/2025

IHT on pensions a ‘looming disaster’ for industry, experts warn

The survey, which gathered responses from 75 industry professionals, highlighted significant concerns about the fairness and practicality of the proposals.

03/11/2025

Mortgage market rebounds with surge in new lending

People are clearly adjusting to what is the new normal when it comes to mortgage rates.

03/10/2025

UK spending cuts likely while Trump whirlwind clouds investment picture, according to global fund manager survey

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 Gilligan receives global STEP Founder’s Award for Outstanding Achievement

Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.

03/10/2025

UHNWIs shift focus from London addresses to luxury enclaves – Eccord

UHNW buyers showed preference for privacy, security, and exclusivity, driven by tax policy changes and lifestyle shifts.

03/07/2025

Calastone research reveals tokenisation could save US$135 billion for asset management industry

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

Identifying vulnerable customers not a box-ticking exercise as FCA data reveals trust gap

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

Insights from 125 years of investment experience

The “UBS Global Investment Returns Yearbook 2025” shows the market performance of the last 125 years for various asset classes.

03/07/2025

International Women’s Day: more female advisers ‘key’ to closing gender advice gap

Men are twice as likely to have a personal pension than women

03/07/2025

IWD 2025: ‘Imposter syndrome can be devastating’

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

Third of UK entrepreneurs explore early business sales after Rachel Reeves’ tax raid

Fiscal shifts, coupled with ongoing market challenges, are reshaping business owners’ outlooks, report by Brown Shipley found

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Wealthtime's Lucy Bristow leaves CCO role at platform

07-02-2025

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07-02-2025

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07-02-2025

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

07-02-2025

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07-02-2025

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

07-02-2025

Caceis gets green light for crypto services

07-02-2025

Banks’ role in the sustainability transition

07-03-2025

Mirova and Natixis Investment Managers commit to funding the Paris Climate School at Sciences Po with €500,000 over four years

07-08-2025

How to prepare the next generation for wealth

07-08-2025

Guernsey Finance celebrates quartet of prestigious industry awards

07-08-2025

RBC Brewin Dolphin names new head of Glasgow office

07-08-2025

SJP private client directors exit in cost-cutting programme

07-08-2025

Workers in line for £29,000 boost thanks to landmark Pensions Bill

07-08-2025

Citi invests in HANetf to bolster ETF white-label services

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FNZ chief risk officer Amy Cooper exits after two years

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