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Comment, Analysis & Research

03/21/2025

70% of advisers worried about pension and IHT changes as half of clients impacted

This data was collected from over 460 Independent Financial Advisers who provided feedback at series of Quilter roadshows exploring the new fiscal tax changes and the impact on financial advice.

03/21/2025

UBS launches two Nasdaq-focused ETFs

The Swiss firm’s latest ETFs come in both standard and ESG-enhanced variants to track Nasdaq-100 listed stocks.

03/20/2025

LondonSports Charity Softball Tournament Returns on 4th July

The tournament will feature competitive softball matches, fostering teamwork and raising funds for LondonSports.

03/19/2025

A deep dive on European equities, bonds and attractive sectors

If Germany implements its fiscal package, the European economy’s multi-year underperformance could end, gradually closing the gap with the US.

03/18/2025

PwC’s Lilia Christofi to speak at FundsTech Forum 2025

Lilia has held a range of high profile roles across Emea and Australia, including banking industry leader for Emea at Microsoft, and senior positions at Accenture and PwC in Australia.

03/18/2025

Europe’s tipping point: investing in strategic autonomy

That will generate fresh opportunities in its financial markets.

03/17/2025

Mortgage loans reach highest level in BoE history

As a result, the value rose to £1,678.2bn, the highest stock of outstanding mortgage loans since 2007, when reporting began, and 1.3 per cent higher than a year earlier.

03/17/2025

Three must-see charts for investors in March

These factors, each with far-reaching implications, require investors to adapt to an economic environment marked an unprecedented complexity.

03/17/2025

World’s top fund firms build $4tn in private assets

SPECIAL REPORT: Citywire has tracked how the world’s largest 25 asset managers have been expanding their private markets divisions.

03/17/2025

Deutsche Bank launches Research Institute to deepen analysis of major long-term global themes

The Deutsche Bank Research Institute (DBRI) will offer valuable insights from Deutsche Bank Research on geopolitics, macroeconomics, technology and the corporate landscape.

03/17/2025

Hansard Global founder and president Leonard Polonsky dies

Dr Polonsky died on Friday 14 March at his home in New York

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

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  • Popular
  • Recent

Mixed signals, research findings, and policy judgements − speech by Catherine L. Mann Given at the Natixis CIB Private Debt Forum

07-03-2026

Performativ Appoints Banking Veteran Jacob Dahl as Chair to Support Enterprise Expansion in Wealth Management

07-02-2026

Revolut Trading UK CEO steps down amid wealth management push

07-02-2026

Barclays acquires Global Headquarters at One Churchill Place from CWG

07-01-2026

Schroders close to selling its financial planning arm for more than £200mn

07-01-2026

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

07-02-2026

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

07-06-2026

EIF backs Danish fund Climentum with €40 million pledge to support early-stage climate-tech companies in Europe

07-06-2026

Top banking watchdogs issue stark warning over AI-driven cyber attacks

07-08-2026

BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard

07-08-2026

Majority still favour passing on wealth despite inheritance disputes

07-08-2026

Zurich boutique recruits ex-SIX manager for senior post

07-08-2026

Norway wealth fund enters strategic partnership with Asana Partners in the US

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Skipton Business Finance appoints Simon Millington as Birmingham relationship manager

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