Surveys & Research
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News Team on 27/03/2024
A roundup of the latest funds news impacting the wealth management sector...
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News Team on 27/03/2024
The UK’s biggest ISA pot is worth more than £11.6 million, according to data obtained by wealth manager RBC Brewin Dolphin following a Freedom of Information (FOI) request to HMRC
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News Team on 22/03/2024
The financial turmoil in recent years has not hit evenly, creating real vulnerabilities for certain segments of the population, according to research from Close Brothers’ workplace financial wellbeing services.
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News Team on 18/03/2024
High net worth (HNW) investors are starting to expect more than a portal when reviewing the digital services offered by a wealth manager.
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News Team on 18/03/2024
Some of the UK’s wealthiest families were landed with retrospective tax bills in the region of £1.4 million on lifetime gifts, according to latest annual figures from a Freedom of Information (FOI) request by RBC Brewin Dolphin
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News Team on 13/03/2024
A roundup of the latest funds news impacting the wealth management sector...
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News Team on 13/03/2024
Wealth managers are taking up generative AI (GenAI) in spite of increasing reliability concerns, according to a study from EY.
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News Team on 11/03/2024
Women in the UK are 'considerably' worse off than their male counterparts, according to a new research study from Handelsbanken Wealth & Asset Management, with women holding an average of £147,000 in financial assets, compared to £250,000 for men.
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News Team on 11/03/2024
High net worth individuals (HNWIs) are planning to ramp up their investment in UK property as uncertainty around the economy and house prices creates potential opportunities, according to new research from Investec.
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News Team on 08/03/2024
Women are missing out on the top jobs in firms launching on the stock market but are taking a much bigger role in the family business sector, analysis from Investec Wealth & Investment (UK) has revealed.
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