05/21/2025
Sustainability focus label defies adviser expectations
This comes in contrast to expectations captured in Investment Association (IA) research from February 2025.
05/21/2025
This comes in contrast to expectations captured in Investment Association (IA) research from February 2025.
05/21/2025
Those in the North East saw the greatest rise in house prices, with a jump of 4.2% on a monthly basis, while London was the only the region that saw a decrease in house prices with a fall of 0.3%.
05/20/2025
Clients with bespoke discretionary or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.
05/20/2025
The wealth manager, that oversees a portfolio of £5.5 billion, had discussions with a larger rival that managed £10 billion at the time and a smaller firm with £2 billion in assets weighed down by debt.
05/20/2025
The EU’s executive arm cited lower energy prices, the diversion of Chinese exports, and a stronger euro as “clearly negative” forces driving inflation down.
05/20/2025
The majority (76%) of the 130 advisers polled have said that the support offered to them is impacting which providers they’re choosing to work with.
05/19/2025
A new breed of bosses is in high demand
05/14/2025
The deadline for filing this annual Employment Related Securities (ERS) return is 6 July 2025 via the HM Revenue & Customs (HMRC) ERS online service.
05/14/2025
Given at ISDA Annual General Meeting, Amsterdam
05/14/2025
Offering security, elegance, beauty, and opportunity, Portugal is a destination not to be missed, whether you seek residency or a promising property investment.
05/14/2025
No carry trade? No momentum trade? No worries; time to revert to the mean
05/13/2025
Growth in regular pay, excluding bonuses, fell to 5.6% between January and March 2024
05/13/2025
While private market asset managers have benefited from high investor demand in private equity, traditional asset managers struggle against margin compression.
05/12/2025
The move, intended to target large fortunes, has instead unleashed a wave of capital and talent flight.
05/12/2025
Other buyers include British Airways, councils in Devon and Norwich, luxury fashion brand Burberry, and the UK arm of a Silicon Valley tech firm.
05/12/2025
More importantly, despite the tariff uncertainty, European banks are confidently affirming their full-year guidance – in some cases they have even raised some of their projected numbers.
05/12/2025
Selling a business represents a significant milestone in a company owner’s life.
05/12/2025
In any other place, such a result might have prompted a debate.
05/09/2025
Event-driven rating actions focused on investment-grade issuers with Long-Term IDRs that had been constrained by that of Italy.
05/09/2025
Nowadays tools are too focused on options that are way too complex for the average person.