07/24/2024
The Henley Passport Index
2024 Global Ranking
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.