Closing the investing gap
17th June, 2025
A recent report1 estimates 13 million UK adults are sitting on £430bn of cash savings….
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Four in five clients see financial advice as ‘value for money’
11th June, 2025
People with a financial adviser are more optimistic about their financial future. That’s one of…
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Positioning portfolios in a protectionist world
20th May, 2025
US Vice President JD Vance spelled it out in Munich – “there is a new…
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Investment megatrends for 2025 and beyond
14th May, 2025
Investing megatrends are powerful, long-term shifts expected to reshape industries, economies and investment markets on…
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Why should you care about correlation
31st December, 2024
If you want your investment portfolio to strike a good balance between risk and return,…
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In the news
4th December, 2024
Equity fund inflows on the up Statistics2 show that, during the first half of 2024,…
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HNWIs on the rise – and their needs are changing
19th November, 2024
A new report7 suggests the wealth of ‘high-net-worth-individuals’ (HNWIs) – grew by 4.7% in 2023,…
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Finding midlife balance
12th November, 2024
Midlife can be demanding. Having moved onto – and, perhaps, up – the housing ladder,…
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Women take the lead opening JISAs
30th October, 2024
Have you opened a Junior Individual Savings Account (JISA) for your child? If so, it’s…
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Steady growth in an uncertain world
30th October, 2024
Reassuringly for investors, the latest batch of projections from economic soothsayers continues to predict a…
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