Investments & Savings
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Vanguard UK: Bed & ISA could save clients over £15,000 over the course of a decade
Budget puts Bed & ISA back on the agenda: 13% of clients will move investments from general investment accounts to ISAs or…
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t that excited about reading…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management groups during October 2024.…
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New gold investing doubles before Election 2024, but not in the USA
Gold’s ongoing run of new record prices has seen the number of first-time precious metals investors double ahead of the US election,…
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UK wealth managers and financial advisers expect clients to increase allocations to emerging and frontier markets
New research from Pureprofile, the global data and insights company, reveals that wealth managers and financial advisers expect clients to increase allocations…
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Guy’s & St Thomas’ foundation and CCLA to drive investor action on air pollution
Today Guy’s & St Thomas’ Foundation and CCLA Investment Management are launching a public consultation to tackle corporate air pollution through investor action. The consultation will…
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Fund manager opinion |Chikara’s Richard Aston reflects on the Japanese election and why corporate governance reform is here to stay
Richard Aston, manager of the CC Japan Income & Growth Trust plc and the Chikara Japan Income & Growth Fund reflects on…
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7IM and others back calls for asset management industry to commit to net zero
7IM has joined forces with partners across the wealth management industry through the ‘UK Wealth Managers for Climate’ group to encourage asset…
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What does a sustainable future mean for investors?
There are many facets of sustainability; and companies are having to change their processes and behaviours to work towards our sustainable future.…
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Calastone FFI – Equity funds suffer worst month of outflows on record
Calastone’s latest Fund Flow Index for October 2024 shows that equity funds suffered their worst month of outflows on record. Investors sold…
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