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Polar Capital Technology Trust: How AI breakthroughs are impacting investments
Ben Rogoff, Manager of Polar Capital Technology Trust, shares insights on how breakthroughs in AI models, soaring adoption,… Read more
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FCA’s targeted support proposals go some way in bridging advice gap, but should not be viewed as the sole solution
Alistair Shipp, Executive Director, Wealth Management and Private Banking at financial services & technology consultancy Capco, comments on… Read more
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J. Safra Sarasin: A historical opportunity for the euro
For decades, the US dollar has held a virtually unchallenged position as the world’s primary reserve currency –… Read more
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IPPR: Thatcher-style tax on bank windfalls could raise billions for public services
The Treasury should bring in a new tax on commercial banks to address the unintended consequences of quantitative… Read more
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Expert reveals why not doing anything could be the quickest route to business success
A leadership expert has said leaders need to book time in their diaries to ‘do nothing’ in order… Read more
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Schroders: Five perspectives on the affordability of UK equities
Value Fund Manager and Research Analyst, Tom Grady at Schroders, assesses whether UK equities are fundamentally cheap relative… Read more
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Evelyn Partners: Update on AUM and asset flows for the six months ending 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an… Read more
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TISA: Targeted support may ‘miss’ three in four consumers unless PECR is updated and FCA rules are clarified
The Investing and Saving Alliance (TISA) has today warned that without a legislative fix to PECR and clearer non-digital… Read more
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PIMFA responds to FCA’s Targeted Support consultation
PIMFA, the trade association representing wealth managers and financial advisers across the UK, today issued its response to… Read more
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Aegon: Targeted Support success should be measured on ‘complimenting, not cannibalising’ advice
Steven Cameron, Pensions Director at Aegon, has shared his thoughts on on the closure of the FCA consultation… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
