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.
Comment, Analysis & Research
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.
10/02/2023
How will Ireland put its newfound wealth to work?
Bumper corporation tax receipts have filled the country’s coffers.
10/02/2023
Property and mortgage data point to housing slump, but interest rates offer a chink of optimism
This may be because so many people that had their mortgage up for renewal in the near future opted to get it sorted as early as possible fearing rates were going to get even higher.
10/02/2023
GDP data shows bright spots but economic challenges remain
Indeed, the first quarter also saw an upwards revision to 0.3%, highlighting that while economic growth is challenging, it isn’t quite non-existent for the UK.
09/29/2023
Celebrating the STEP Private Client Awards with ZEDRA!
The Academy sees music as a universal form of communication to bridge cultural, political, economic and linguistic barriers.
09/29/2023
Capital vs. pension: another point of view
Many factors come into play when deciding what to do with your pension assets, and these go far beyond tax considerations.
09/29/2023
abrdn Property Income trust share price drops 24% over six months despite NAV growth
43.1% discount to NAV
09/28/2023
Interview: Graeme Hartop, CEO of Edinburgh-headquartered private bank Hampden & Co
This was followed in August by it revealing 2023 interim results, registering a pre-tax profit of £5m, and total lending having grown 6 per cent year on year to reach £461m, for example.
09/28/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.