10/11/2023
The Centi-Millionaire Report 2023
The Centi-Millionaire Report includes exclusive statistics on centi-millionaires provided by global wealth intelligence firm New World Wealth.
Comment, Analysis & Research
10/11/2023
Long-term asset funds (LTAFs) and investment trusts: the pros and cons of both
Investors have long made use of a wide range of investment trusts focused on private markets. Recent regulatory change and innovation is bringing a wider choice, including the open-ended LTAF.
10/11/2023
Global benchmark on workplace mental health suggests CEO leadership integral to healthy workplaces
This year’s benchmark, covering 110 of the world’s largest listed companies, found a continued lack of CEO advocacy on mental health.
10/11/2023
Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project
10/11/2023
Uncovering behavioural biases when investing
With the right approach, investors can counteract the behavioural biases that could otherwise lead them astray.
10/11/2023
One in five parents use property wealth to help families onto ladder
‘Bank of Family’ holds £3.5trn in housing wealth
10/11/2023
'Real world' maths more likely to treat UK epidemic of financial illiteracy than compulsory maths to 18
Financial hardships, as evidenced by the cost-of-living crises and global economic challenges, can be daunting.
10/10/2023
Investing in private assets: what does the future hold?
Historically, the best years for private equity have often been the crisis years – 2001 or 2008 for instance.
10/10/2023
The Emergence of a New Class of Super-Rich
This fast-growing global elite of highly influential super-wealthy movers and shakers boast investable assets of USD 100 million or more.
10/09/2023
Small DB pension schemes need to be flexible to ensure insurance buy-out, as PwC analysis shows funding remains strong
Meanwhile PwC’s Low Reliance Index has had a record month with a surplus of £365bn.
10/09/2023
Retirement advice market is entering a new and more challenging era
No one will have to buy an annuity” was seemingly interpreted by many as 'no one should buy an annuity'.
10/06/2023
Volatile Bond Markets Drive Flight From Equity Funds
Outflows of £206m from equity funds
10/06/2023
Schroders Institutional Investor Study 2023: Investors target sustainability and private assets amid energy transition opportunities as inflation concerns remain
The annual study, which spans 770 investors across 36 regions and US$34.7 trillion in assets, is a strong barometer of the investment appetite of investors across the globe.
10/06/2023
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
10/06/2023
UK house prices rate of decline slows over September
The index showed that average house prices fell by 0.4 per cent in September compared to a fall of 1.8 per cent in August.
10/05/2023
Winners of CISI Financial Planning Awards 2023 revealed
The Chartered Institute for Securities & Investment has announced the winners of our Financial Planning Awards 2023
10/04/2023
The UBP EAM team’s guiding principles are quality and selectivity
UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.
10/04/2023
Monthly update: have interest rates finally plateaued?
Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.
10/03/2023
House prices stay flat but mortgage rates edge lower
This should come as no surprise given the affordability pressures that people are under given elevated interest rates and the cost of living.
10/03/2023
Sanctions tracker: FCA reports on review of firms’ sanctions controls
The review involved proactive assessments of firms’ controls, using a new analytics-based tool, as well as the use of specific intelligence and reporting.