As dust settles from Autumn Budget, how will UK markets fare?
Commentators analyse the effect of AIM stock tax and raising gilt yields on UK markets
Arbuthnot Latham
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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One-in-five HNW Brits sacrificing financial stability to help their children
22% have reduced their pension contributions
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What do retail investors need to know about illiquid assets?
Risk appetite, knowledge, experience and amount of wealth all important things to consider
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Private bank expands DFM offering for UK advisers
It has appointed ex-Abrdn BDM as director of intermediary sales to run the operation
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‘Renewed interest’ for million-dollar passion investments
First comic to feature Superman sold for $3.25m, while a rare Tom Brady trading card valued at $1.3m
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Private bank to close Dubai operation
All clients with relationship managers in the UAE ‘will now be looked after by the London office’
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Private bank looks to grow UK football manager client base
Sport has seen its fair share of problems when it comes to financial planning
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UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach