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Comment, Analysis & Research

04/17/2026

EY named a Leader in The Forrester Wave for OCM Services

Forrester also notes that EY’s simplified structure means customers can expect more integrated service offerings.

04/15/2026

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR.

04/15/2026

New NextWealth Guide released today shows how the Centralised Retirement Proposition (CRP) for advisers has become a Consistent Retirement Playbook

These findings suggest that many firms already operate a Consistent Retirement Playbook, even if it is not formally labelled as such.

04/14/2026

Men in UK financial services earn £40,000 more than female colleagues

In terms of working hours, men work an average of 48.27 per week versus 46.75 for women, translating into hourly earnings of £68.66 and £54.78.

04/13/2026

How leaders can aim for success as private markets change the rules

As private capital moves into retail channels, liquidity design and operating resilience will determine scale and survival.

04/13/2026

Bank of England Examines How Global Financial and Lending Strategies Impact UK Economy

The insights shared by the Bank of England explain that advances in big data, artificial intelligence and online platforms have sharply reduced the cost of changing prices.

04/10/2026

Blevins Franks: Net closing in on undeclared assets

Clients and their advisers are facing the strictest financial scrutiny seen in Blevins Franks’ 50-year history, writes head of wealth structuring David Morley

04/10/2026

Italy Tightens Pension Controls Abroad While Dangling a 4% Tax for Returning Retirees

The 2025–2026 verification cycle signals tighter administrative scrutiny of Italy's €1.75 billion cross-border pension footprint.

04/10/2026

Pension providers ‘need new ways to connect’ with younger savers

This, People’s Pension suggests, means traditional approaches are failing to resonate with those at the start of their savings journey.

04/10/2026

Unite posts tougher quarter and disposals gather pace

Operational challenges are also set to continue at Unite.

04/10/2026

Majority of UK homeowners don’t understand what IP covers

With more than 4.3 million people now self-employed in the UK, this confusion risks excluding a substantial, and often more financially exposed, group from considering protection at all.

04/09/2026

BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing

BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.

04/09/2026

Risk Warnings Review should allow industry to be more creative and engaging in disclosures

This is why the work of the Risk Warnings Review from the IA is so important.

04/09/2026

UK weighs reviewing banks’ AI models – report

The proposal aims to make sure algorithms developed in the US meet the necessary benchmark.

04/09/2026

Population of UHNWIs grows by 5.4% in just six months, study finds

This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.

04/09/2026

The 0.1% have hidden more wealth in offshore tax havens than half of humanity own

The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.

04/09/2026

Ditch ‘alarming’ risk warnings to spur UK retail investment, fund managers told

Trials show more balanced messages boost share of wealth in equities

04/08/2026

Almost a fifth of employers won’t adjust salary sacrifice post-2029

With the government set to cap the National Insurance (NI) exemption on salary sacrifice pensions contributions at £2,000 a year from April 2029,

04/08/2026

How a multi-family office uses convertible bond arbitrage

Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, says the positive convexity of convertible bond arbitrage is particularly attractive.

04/08/2026

Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals

When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor.

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