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Comment, Analysis & Research

02/27/2026

Cazenove: What comes next?

Catch up on this week’s top news in wealth management

02/26/2026

The end of imputed rental value: What Swiss property owners need to know

With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them.

02/26/2026

90% of UK’s wealthiest families face active wealth conflicts, new research reveals

A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth.

02/25/2026

CIExpert to launch second edition of annual research into UK protection market

The campaign has called on the industry to advocate and actively encourage the recommendation of individual protection plans as the preferred option for customers and consider that joint life first event plans need specific justification for their use.

02/25/2026

Rüeggisberg Savings Bank speaks plainly in its conclusion

While they may not be the most prominent figures in the annual financial statements, orchestral music also includes the more subtle, and sometimes even clearer, notes.

02/24/2026

Prediction markets as a major opportunity for banks and financial service providers

White paper: What decentralised innovation based on blockchain now makes possible.

02/23/2026

Why we’re optimistic about emerging markets

Emerging market equities could deliver faster earnings growth and exposure to the artificial intelligence theme.

02/23/2026

The journey to the bank branch: How far is too far?

Despite the ongoing decline in the number of bank branches, the still high branch density means there is still room for further closures.

02/20/2026

Fall in healthy life expectancy raises concerns about rising state pension ages

The news has raised concerns about the possible impact of rising state pension ages.

02/20/2026

Healthy life expectancy fall prompts later life income concerns

While life expectancy saw a small increase, healthy life expectancy at birth for men and women fell to its lowest level since the ONS started collecting data on healthy life expectancy in 2011-13.

02/19/2026

European Fund Distribution in 2026: A Quiet Revolution

While the waters surrounding European fund distribution may appear calm, they are far from empty. Here, we explore what lies beneath and how this may drive potential changes ahead.

02/19/2026

Christine Lagarde will advance her departure from the ECB. First reactions from the management companies

Lagarde may leave before 2027, opening the race to lead the ECB.

02/19/2026

UK businesses see home market as best place to start, scale and grow

While economic uncertainty remains the greatest challenge businesses are facing, confidence in the UK is resilient.

02/18/2026

Coutts’ Prime Property Index Highlights Exceptional Value in Central London

Prime London buyers gain rare value opportunities, with prices 10.3% below peak and widespread discounts driving a highly negotiable market.

02/18/2026

AJ Bell Custody Solutions automates intelliflo valuations via FINIO

This integration gives firms the consistency they expect and removes another part of the manual workload that can slow down client data administration.

02/18/2026

A new chapter opens with the Maxi Edmond de Rothschild

The stars aligned today and everything ran like clockwork!

02/18/2026

Three converging forces reshaping wealth: clients, tech, rules

Broader and more durable access is likely, but ‘democratisation’ will be gradual and tiered rather than fully universal.

02/17/2026

Canada Life UK sees total sales growth up 17% to £5.2bn in 2025

In retirement, individual annuities delivered 17% growth, with customers and advisers “increasingly incorporate annuities into wealth planning strategies”.

02/17/2026

Property ‘chain reactions’ add over £2k to moving costs on average

These dependencies leave a lasting impact on movers, with many changing their tactics for future purchases.

02/17/2026

New Aviva research reveals one in three Brits ‘don’t know enough’ about investing

A further 11% believe you need a lot of money to start investing in the first place and 47% said they don’t have any spare money to invest.

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05-21-2026

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05-21-2026

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05-21-2026

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05-21-2026

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05-22-2026

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05-22-2026

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05-28-2026

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

05-28-2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

05-28-2026

Why British wealth management is taking on an American accent

05-28-2026

£500m retrofit boost for UK universities as Lloyds partners with National Wealth Fund

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05-28-2026

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