Investments & Savings
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DIY investors set on oil and energy after Middle East conflict
Two in five (40%) self-directed investors – or DIY investors, who actively choose their own investments – are looking to increase their…
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Rathbones strengthens in Scotland with senior appointment
Rathbones, has strengthened its presence in Scotland and Northern Ireland with the appointment of Bruce Saunderson as Senior Director of Wealth Planning,…
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ISA season: six considerations for you and your clients
Every adviser knows ISA season. You don’t need reminding about allowances, deadlines or tax wrappers. That’s well-trodden ground. What’s arguably becoming more…
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Wealth Club: Panic spreads as oil prices rocket
FTSE 100 has opened sharply lower, and is trading down 1.5%, after Asian markets slumped over scorching energy prices. Meanwhile, Brent crude rises by…
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High net worth investors now keep £1 in every £5 in cash
Cash is taking on a far more prominent role in high-net-worth (HNWI) portfolios, with advisers reporting a clear shift in how clients think…
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Gas, guns, and gold – and volatility
Conflict in the Middle East has once again unsettled global markets. Renewed hostilities have rippled through UK and international stocks, while commodity…
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Demand for equity index trackers pushes retail flows positive at £484 million in January
Net retail sales recorded inflows of £484 million in January, marking a third consecutive month of positive flows to kick off the…
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Eight funds and trusts for ISA season
The end of the current tax year is fast approaching, and escalating geopolitical events will be at the forefront of investors’ minds…
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Season of the global investor: Fidelity personal investors back emerging markets and global funds this ISA season
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform during January and February suggests ISA season has begun with a clear global tilt, as…
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Number of women investing surges 10% in one year, but gender investment gap widens
In the twelve months to 31st January, the number of women investing in the UK has increased by 10%, from 6.7 million…
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