12/03/2025
Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. When
12/03/2025
Service issues remain widespread. Ninety per cent of advisers said they have apologised to clients in the past year because of platform failings, down slightly from 95% in 2024.
12/03/2025
His career began in 1965
12/02/2025
That was the verdict from Chris Samuel, VP of sales and client relationships at iPipeline, when speaking at the Protection Review conference last week.
12/02/2025
The confirmation of a mansion tax will matter most to the top end, but the speculation alone about what might have appeared in the budget had already stalled decisions.
12/01/2025
We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots
12/01/2025
In this conversation, managing partner Marcus Archer shares his perspective on building trust with entrepreneurs, scaling without losing culture, and guiding businesses through today’s volatile dealmaking environment.
12/01/2025
Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland
11/28/2025
The London office is the business's largest in Europe, with the Birmingham base specialising in innovation and technology.
11/28/2025
The components of M3 showed the following developments.
11/27/2025
By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners
11/26/2025
*A study — the first of its kind in Greece — surveying over 250 ultra-high-net-worth individuals from 30 countries shows a 63% intent to purchase. At the same time, Greece captures just 2% of the €50 billion Mediterranean market.*
11/26/2025
The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.
11/25/2025
New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.
11/25/2025
The event showcased our commitment to shaping a financial system that works well for all, focusing on our theme of rebalancing risk and deepening trust.
11/25/2025
Spearheaded by the European Central Bank through the AMI-SeCo working group, ISO 20022 sets a clear path toward harmonised and automated post-trade processes across the continent.
11/24/2025
The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.
11/24/2025
The survey, which captures the views of 221 advisers, suggests a more cautious outlook for markets.
11/24/2025
As AI's increasing dominance looms, investors should look to infrastructure as an area for investment, as well as diversifying their assets, a UBS report has argued
11/21/2025
This fragmentation appears to be straining day-to-day operations, with one in three UK wealth managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.