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Comment, Analysis & Research

07/24/2024

Banks to reveal lower profits amid a mortgage price war

British banks are set to reveal lower profits as the benefit from higher mortgage rates starts to subside, despite elevated borrowing costs still gripping households across the country.

07/23/2024

UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand

The report is based on the analyst's annual Global Wealth Managers Survey.

07/23/2024

Concerns rising over retirement of financial advisers, research shows

This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.

07/23/2024

Global market volatility to increase UK trading, according to research

Despite concerns, many UK investors view this volatility as an opportunity, with 28% planning to increase their trading activities, compared to just 10% who intend to reduce their trading.

07/23/2024

Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern

The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation

07/18/2024

Vanguard launches advisory research centre for investors

The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.

07/15/2024

Unity, sustainability, legacy: sports ‘super summer’ draws parallels between Olympic House and 1Roof

The ancient and modern Olympics are also linked by the international renown of their buildings.

07/15/2024

Entrepreneurs: here's how to take advantage of the tax benefits of supplementary pension planning

The reasoning is not incorrect, but we regularly see that in time it can produce some quite nasty surprises.

07/11/2024

Mergers and acquisitions in wealth management: exploring the key transaction models

The impact of regulatory change, coming on top of an already fragile business model, could accelerate the consolidation of EAM companies over the next three years.

07/11/2024

Women need equitable financial opportunities, not equal opportunities

This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.

07/11/2024

Finnish ex-premier addresses UBP clients

This experience and her easy manner made for a compelling address which engrossed the audience.

07/10/2024

Elections: Down and Out in Paris and London

The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.

07/10/2024

New White Paper covers shareholder voting on remuneration

Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.

07/10/2024

Asset managers increase investment research budgets for first time since MiFID II

Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets

07/10/2024

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

07/08/2024

Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour

There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.

07/05/2024

Sell now or wait and see? Wealth managers weigh up Labour’s CGT stance

As Labour comes to power, wealth managers see some clients bring forward sales just in case of tax rises.

07/05/2024

IA Comments on Incoming Labour Government

"We look forward to working closely with the new government to achieve these goals and deliver a globally competitive economy.”

07/04/2024

Advice gap widens despite Consumer Duty pushing for better outcomes

In particular, this is impacting those with low investable assets and over half (55%) have stopped serving them as a result.

07/04/2024

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

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