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Comment, Analysis & Research

05/09/2025

UK Finance Data shows how family support shapes homeownership prospects

While the majority of first-time buyers are still managing to purchase without help, the growing reliance on family support risks deepening inequality in the housing market.

05/08/2025

15.3 million people today are at risk of retirement poverty

Across the population, as many as half (50%) know they aren’t saving enough for retirement, with certain key groups facing even worse outcomes.

05/08/2025

ARC benchmark MPS Index goes live with performance data back to 2013

Ranking functionality will be available later this year for IFAs to further support comparison between models

05/08/2025

House prices rise marginally as interest rate decision looms

While activity may have surged earlier in the year, prices are now responding to a more subdued, post-incentive environment.

05/07/2025

International payment rails: the value of a harmonised gauge − speech by Sarah Breeden

Based on remarks given on the Global State of Digital Asset Regulations: Regulatory Harmonisation on Digital Assets Panel at the Point Zero Forum 2025

05/06/2025

Q1 2025 update: positive flows in Schroders Capital and Wealth Management

In Public Markets, client demand for risk mitigation strategies drove inflows into core solutions which were more than offset by outflows from equities and multi-asset.

05/05/2025

Reforms to the UK AIFMD regime

Restructuring and streamlining

05/05/2025

Barclays Research Expects AI to Recast Global Supply Chains and Labor Markets

In the 70th edition of Barclays flagship Equity Gilt Study, Barclays Research analysts take stock of the AI revolution and examine the implications labor markets, energy, and global supply chains.

05/02/2025

Women as CEOs of their households: The hidden investment skills

Our Senior Investment Director, Rachael Marsden, explores how women, often the CEOs of their households, possess invaluable financial management skills.

05/02/2025

Retirement planning: securing your future with Brown Shipley

With over two centuries of experience in private banking and wealth management, we're uniquely positioned to guide you through the complexities of retirement planning.

05/02/2025

Senior executives: a practical guide to planning your retirement and optimising your assets

In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.

04/30/2025

Spring Budget raises deficits but sticks to fiscal rules

The coalition lost their majority according to the latest polls.

04/30/2025

Edmond de Rothschild launches private equity fund of funds under Eltif 2.0 to expand private investor access

The fund will allocate capital through primary, secondary, and co-investment transactions.

04/30/2025

Monetary developments in the euro area: March 2025

The annual growth rate of marketable instruments (M3-M2) decreased to 11.3% in March from 18.0% in February.

04/29/2025

EU Banks May Still Buy Asset Managers Even Without Danish Compromise

Pricing may be affected, but deals with compelling strategic rationale are still likely to proceed amid significant ongoing consolidation in the European asset-management market.

04/29/2025

Dutch accounting firms expand hiring in Asia, Africa, and Eastern and Southern Europe

Foreign specialists are being brought in to fill vacant positions, sometimes relocating to the Netherlands, but often continuing to work from their home countries.

04/28/2025

Grant Thornton expands reach with new global partnerships

The firm confirmed that these new firms will be integrated into the broader Grant Thornton International network, which operates in over 150 global markets.

04/25/2025

View from the top with Jupiter’s Kiran Nandra: Leading by example

The head of equities discusses how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients

04/25/2025

Family Office & Wealth Management Course: Best Strategies for Setting Up a Family Office, Preserving Family Wealth and Managing a Modern Family Office

You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning.

04/25/2025

Almost a third of Brits feeling uncertain about the next six months finds TSB

TSB also polled Brits on their bill management and budgeting habits – and found that over half (56%) of respondents do not have a budget in place.

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