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Today’s News
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Fidelity: Rate cut expectations, tariff dynamics and fiscal dominance – the key market drivers for the months ahead
Capital markets are entering a phase of potential disruption. Recent developments in the United States, geopolitical tensions, and… Read more
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and… Read more
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UK investment management industry reaches new heights with £10 trillion AUM
The UK investment management industry recorded an impressive 10% growth in assets under management (AUM) to reach a… Read more
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Quilter remains the most recommended adviser platform but Aviva narrows gap
Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top… Read more
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the… Read more
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Hargreaves Lansdown: Optimism as China-US trade truce continues
There’s more optimism in the air as a tariff truce between the US and China holds, with hopes… Read more
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UK jobs market losing momentum piling pressure on BoE for another cut
Today’s ONS earnings and employment data for July 2025 shows the UK economy losing momentum. Early estimates indicate… Read more
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Charles Stanley appoints new Sustainable Portfolio Lead
Charles Stanley has strengthened its Responsible Investment Team with the appointment of Celine Legaspi, who joins as Sustainable… Read more
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Square Mile Academy of Funds: Ratings round-up for July 2025
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 26 interviews with investment professionals from 52 asset management… Read more
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Macro cracks threaten ‘Goldilocks’ markets
Global markets appear to be in a ‘Goldilocks’ phase – not too hot, not too cold – with… 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…
