The world is on the brink of an unprecedented transfer of wealth. A notable World Wealth Report¹, which gauges the opinions of over 6,000 global high-net-worth individuals (HNWIs), highlights a ‘staggering $83.5tn in wealth’ will pass to younger generations by 2048. Other research suggests the figure could be even higher. In the UK alone, around […]
After a year of uncertainty, with many macroeconomic and geopolitical tensions affecting the landscape, investors may well be looking toward 2026 with cautious optimism. Despite the shocks of ‘Liberation Day’ trade announcements and the resulting sell-off, markets rebounded strongly last year to reach highs amidst persistent inflation, trade trauma and an AI-fuelled rally. In […]
As the days shorten and the evenings draw In, Autumn is a natural time to pause and take stock. As we prepare for the cooler months ahead, it can be a good time to hunker down and reflect on your financial resilience. Are your plans in good shape for whatever lies ahead – and are […]
With life moving fast, demands on our time and finances never-ending, it’s easy to push pensions down the priority list. Then there’s the ‘noise’ created by global geopolitics, economic challenges and their impact on markets and in turn your finances. Sometimes burying your head in the sand (preferably on a summer holiday) may […]
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