09/05/2025
The findings underline the scale of the challenge for policymakers seeking to boost retail investment, both to help savers build long-term wealth and to channel capital into UK growth companies.
09/04/2025
It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.
09/04/2025
By regularly discussing financial values, goals, and even past mistakes, families can create a strong financial culture, empowering younger generations to be thoughtful stewards of the family’s resources.
09/04/2025
This contrasts with just over a quarter (27%) of men in the same age group, reinforcing the importance of understanding how specific client’s feel about their investment journeys and risk appetite.
09/01/2025
The study reveals that 47% of people in a married, civil partnership or cohabiting relationship who seek advice manage their domestic finances alone.
08/29/2025
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
This shift represents more than just a trend—it’s a fundamental change in how everyday investors can access alternative investments.
08/29/2025
Advisers say usage will increase over the next few years ahead of upcoming IHT changes
08/29/2025
A professional services firm that specialises in wealth management has cautioned that despite the figures, most households still need to be cautious with their finances.
08/28/2025
The glam luxury consumer - luxury and sustainability- focus on finance- focus on travel and leisure time
08/28/2025
Charitable will trusts and donor advised funds are also being used by one in three millionaires
08/27/2025
CLO managers face a unique set of challenges in an increasingly competitive and regulated environment.
08/27/2025
“While the government’s decision to make the Mortgage Guarantee Scheme permanent may help at the margin, it does not create homes or meaningfully lower borrowing costs.
08/26/2025
Further, among plan participants who would invest in private assets, if offered, more than three-in-four (77%) would increase their contribution to their retirement savings plan.
08/26/2025
The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires
08/26/2025
The UK average equity investment rose by 28.1 per in Q2, with the East Midlands and South West seeing three-fold increases
08/22/2025
In our view, banks should benefit from the region’s improved medium-term growth outlook, while continuing to offer attractive dividends and share buybacks opportunities.
08/22/2025
The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase Mediobanca.
08/21/2025
The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year
08/21/2025
While some of today’s uncertainties may only be short-lived, others are part of fundamental, long-term system changes.