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Historically, wealth management was limited to the family's elders. These individuals, assisted by advisors and chartered accountants, made prudent and secure investments, guaranteeing the absence of ...
Quantum computing is changing the game in finance. Financial modeling is becoming more efficient, secure, and intelligent using this revolutionary technology. Here are three things that will make you...
In my series so far, I have explored the digital hybrid advice and the underlying data requirements that are driving strategies for Wealth Managers as they look to the future. In this third and final ...
Asset tokenization refers to representing digital tokens on a blockchain, which confirms the rights of ownership of real-world assets. Many of us want to own a piece in various types of masterpieces....
Banks are finally starting to adopt wealth management alongside their daily banking capabilities. Frankly, it's about time! The notion that a bank relationship would be limited to spending and borrow...
Prologue The thematic investing allows clients to invest in long-term ideas and trends and enables them to capture potential opportunities emerging due to economic, technological, and social changes. ...
In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In thi...
In my previous blog, I explored the UK Wealth Management market, and delved into one of the key themes I identified. Specifically, this looked at the hybrid digital advice journey, supporting both e...
On the 12th December 2023 the FCA have written to adviser platforms and SIPP operators to ask why the interest rates on cash balances are so low in comparison to the Bank of England base rate (current...
Finding the Best Wealth Advisor Selecting the right wealth advisor is more than just a strategic choice – it's a commitment that shapes the financial futures of corporations, financial institutions, a...
Student Loan Debt Crisis Worsens as Interest Rates Rise The student loan crisis is growing in the UK. In 2023, the average student loan debt was over £44,000 per student. Beyond this, rising interest ...
Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individ...