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Comment, Analysis & Research

03/12/2025

Four impactful approaches to boosting client engagement in wealth management

Often, clunky and outdated wealth management portals are not able to deliver those, and so client engagement suffers.

03/11/2025

London venue for II Connect 2025 unveiled

The event will take place in London’s Marylebone district

03/11/2025

IHT on pensions a ‘looming disaster’ for industry, experts warn

The survey, which gathered responses from 75 industry professionals, highlighted significant concerns about the fairness and practicality of the proposals.

03/11/2025

Mortgage market rebounds with surge in new lending

People are clearly adjusting to what is the new normal when it comes to mortgage rates.

03/10/2025

UK spending cuts likely while Trump whirlwind clouds investment picture, according to global fund manager survey

This survey showed that forecasts for 2025 GDP growth have slipped to 1.1% from 1.25% in the previous quarter.

03/10/2025

Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement

Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.

03/10/2025

UHNWIs shift focus from London addresses to luxury enclaves – Eccord

UHNW buyers showed preference for privacy, security, and exclusivity, driven by tax policy changes and lifestyle shifts.

03/07/2025

Calastone research reveals tokenisation could save US$135 billion for asset management industry

The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.

03/07/2025

Identifying vulnerable customers not a box-ticking exercise as FCA data reveals trust gap

The impact of the pandemic and the subsequent cost of living crisis has meant the industry has moved to improve things at a pace they may not have previously.

03/07/2025

Insights from 125 years of investment experience

The “UBS Global Investment Returns Yearbook 2025” shows the market performance of the last 125 years for various asset classes.

03/07/2025

International Women’s Day: more female advisers ‘key’ to closing gender advice gap

Men are twice as likely to have a personal pension than women

03/07/2025

IWD 2025: ‘Imposter syndrome can be devastating’

To mark International Women’s Day and its theme of ‘Accelerate Action’, female wealth managers discuss what can be done to speed up gender equality in finance.

03/07/2025

Third of UK entrepreneurs explore early business sales after Rachel Reeves’ tax raid

Fiscal shifts, coupled with ongoing market challenges, are reshaping business owners’ outlooks, report by Brown Shipley found

03/07/2025

Do wealthy women prefer female financial advisers?

Ahead of International Women’s Day, Citywire explores whether wealthy women prefer to put their money with female wealth advisers.

03/06/2025

Handelsbanken report highlights persistent gender gap in finances

Findings also highlight how the gender divide in financial literacy and confidence in investment markets and products is impairing women’s ability to build wealth

03/04/2025

Third-party fund administrator survey reveals importance of cloud data

The introduction of T+1, collaboration on market data and the increasing use of cloud data are top of mind for many in the industry, our survey finds.

03/03/2025

Investment Foundation: Ruedi Stutz hands over management to Clemens Schreiber

The Board of Trustees will propose Ruedi Stutz for election to the Board of Trustees at the Investors' Meeting on May 22, 2025.

03/03/2025

Will the European Central Bank cut interest rates further this week?

The cut will bring its key benchmark rate, the deposit facility, down to 2.5% following a full percentage reduction last year and a 0.25% cut in January.

03/03/2025

Schroder QEP Global Core celebrates 25th anniversary by unveiling 10 stock market themes for 2025

The strategy employs a blend of quantitative analysis and fundamental insights to identify compelling investment opportunities focused on value and quality from a broad universe of over 15,000 companies.

03/03/2025

Accountants can influence growth, competitiveness and innovation in the UK to boost the economy − speech by Afua Kyei

Given at the 2025 Annual Ball Chartered Accountants Students Society London, Moorgate place

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EQT to distribute its private markets strategy through Deutsche Bank

11-24-2025

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

11-24-2025

UK tax take continues to rise ahead of Autumn Budget

11-24-2025

Analysis-Norway’s wealth tax trades millionaires for equality

11-24-2025

EFG International presents 2028 strategic plan: Consistent performance and the power of compounding

11-25-2025

Partners Group's $9.2bn evergreen fund underwhelms after two decades

11-24-2025

New initiative launched to ease adviser shortage

11-24-2025

Swiss wealth tax proposal to test public appetite for redistribution

11-28-2025

Rothschild & Co sets the course for the continued development of its Wealth Management business in Germany

12-01-2025

Blackstone to pump hundreds of billions into Europe as gov't attitudes shift

12-01-2025

Schroders appoints first Head of ETFs as ETF franchise surpasses $1bn AUM

12-01-2025

Ex-$3bn Citi private banker launches advisory firm in Geneva

12-01-2025

Suntera Global expands Luxembourg reach via Qualix partnership

12-01-2025

Bravura taps AheadMG for deployments across Emea

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Rothschild & Co advises on two winning deals from IJGlobal

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Foster Denovo extends platform partnership with Third Financial

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