Investments & Savings
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US Election: Red or blue? The future is green
By Daniel Lurch, portfolio manager of the Green Planet fund at J. Safra Sarasin Sustainable Asset Management The US presidential election will likely…
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First UK pension scheme dives into Bitcoin, but don’t expect a stampede
The first UK pension fund has invested in Bitcoin according to the pension specialists Cartwright with the scheme reportedly allocating 3% of its…
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Savings market set to benefit as clients weigh impact of higher CGT finds latest Flagstone IFA poll
Flagstone’s six-weekly base rate poll surveys UK IFAs’ opinions ahead of this Thursday’s MPC base rate decision Almost seven in ten (69%)…
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Artificial intelligence and financial advice businesses – all systems go?
Artificial intelligence has the potential to revolutionise the advice industry, offering benefits such as enhanced efficiency and accuracy suggests Tom Hawkins, Head…
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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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