06/13/2023
Jobs on the line as Abrdn shuts Reading and Sheffield planning arms
The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.
Comment, Analysis & Research
06/13/2023
Estate planning & wealth structuring for modern families
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/13/2023
Professional bodies are helping to close financial services sector skills gap to build a profession fit for the future, says CISI CEO
The CISI has mapped the 13 FSSC future skills against its digital CPD modules. Every one of the 13 skills are addressed in depth.
06/12/2023
Global Wealth Management Market 2022 by Company, Regions, Type and Application, Forecast to 2028
Banks accounting for % of the Wealth Management global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years.
06/12/2023
HSBC UK CEO Ian Stuart: ‘Challenger banks have given us a massive wake-up call’
Speaking at Money 20/20 this year, Ian Stuart praised challengers for pushing traditional banks to be better.
06/12/2023
Consumer Banking Service Market Projected to Show Strong Growth | Aldermore Bank, Masthaven Bank, Paragon Bank
These insights help the business decision-makers to formulate better business plans and make informed decisions to improved profitability.
06/12/2023
How would you make ‘all employee’ share plans better?
The Treasury seeks views on how tax-advantaged ‘all employee’ share plans might be improved or simplified – it’s your chance to have a say
06/09/2023
Annuities back on the pensions radar and rates are ticking up - but for how long?
Annuity rates more favourable after inflation shock: Five key issues around choosing an annuity
06/09/2023
Peaks, pauses and pickups: Quintet unveils 2023 midyear investment outlook
European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes over the second half of 2023 and beyond.
06/09/2023
The End is Inevitable for Credit Suisse's Swiss Business
When the integration is completed at the end of 2027, the combined entity aims to have saved around $8 billion in costs, of which $6 billion will be personnel.
06/09/2023
Fondation Philanthropia celebrates 15 years of impact
Almost half of the donations were designated for the humanitarian and social sector, around a quarter for education and training and just under 15% for medical and scientific research.
06/09/2023
KPMG comments on today’s Bank of England money and credit data
Lenders will keep a close eye on the stickiness of inflation
06/09/2023
Industry comments on DWP statement on Pensions Dashboards
Aegon, Phoenix Group, PensionBee, Broadstone and Hymans Robertson comment on the new connection deadline for Pensions Dashboards
06/08/2023
ABN AMRO MeesPierson: patience required from investors on the road to recession
Although the economy has fared better than previously predicted, tighter monetary policies are expected to trigger a mild recession.
06/08/2023
Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
06/07/2023
New Global report reveals prosperous times are set to continue for Family Offices, despite an economic slowdown
The report presents an optimistic economic outlook for Family Offices based on data
06/07/2023
One in four UK business-owners have fast tracked their exit strategies in the past 12 months as General Election looms
Exit plans across the UK’s business landscape have been fast tracked, with nearly a quarter (23%) of business owners having accelerated their plans to sell or wind down their business in the past 12 months.
06/07/2023
First annual decline in house prices for a decade as mortgage woes set in
It is worth noting that this flat performance doesn't imply an equal impact across all sectors of the market.
06/07/2023
UK’s newest bank Griffin secures £11m in funding round as it plots expansion
Griffin offers a Banking as a Service platform (BaaS).
06/06/2023
Breaking down the enigma of artificial intelligence
Read about global markets and trends in this monthly Investment Outlook