07/26/2024
PS13/24 – Funded reinsurance
Policy statement 13/24
Comment, Analysis & Research
07/26/2024
The importance of customs data analytics
In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.
07/26/2024
Why won’t wealth firms discuss complaints?
A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.
07/25/2024
Global Entrepreneurship Monitor – UK entrepreneurship is on the rise
Despite changes in the UK’s demographics since the millennium, one statistic has remained relatively constant – immigrant and non-white ethnic populations continue to be the most entrepreneurial groups in the UK.
07/25/2024
Ultra-wealthy now worth $75 trillion thanks to rallying equities
A late-year rally in global equities increased the global ultra-high-net-worth population’s total net-worth by 7.6% to US$49.2 trillion, a new report has found.
07/25/2024
More than 830 directors in UK banned for Covid loan abuses in one year
It carried out 22 criminal prosecutions and took steps towards the recovery of nearly £3m
07/24/2024
The Henley Passport Index
2024 Global Ranking
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.