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September 6th 2023
Confirmation of Payee
Our new service for sterling Faster Payments offers you more confidence that your payments are being sent to the intended recipient, helping to avoid making accidental, misdirected payments to the wrong accountholder, as well as providing another layer of protection against fraud and scams.
September 5th 2023
Visa card transaction notifications
Helping you detect potential fraudulent card activity with SMS notifications for Visa card transactions.
September 5th 2023
Fraud awareness update
It is always important to stay aware of the types of scams out there to avoid falling victim to these fraudsters – avoid becoming a victim of fraud by knowing what to look out for allows you to stay safe.
August 23rd 2023
July’s investment market commentary
July was another good month for equity markets, with declining inflationary pressure and resilient economic data. However, central banks remained hawkish, Simon Watts explains.
August 18th 2023
Thinking ahead when moving to the UK
Moving to another country can be a big upheaval and planning ahead is vital. Senior wealth planners Adrian Crowe and Yash Naidoo explore the financial aspects of moving to the UK, with a particular focus on tax planning.
August 8th 2023
Bonds are back: The return of the “old normal” and active management
Are we seeing a return to the ‘old normal’? Bonds are back and active managers want to utilise the opportunity for clients, by targeting attractive bonds and avoiding the worst. Louis Hutchings explains.
August 2nd 2023
The opportunity cost of cash
One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?
July 26th 2023
Planning for a century
As more of us reach the age of 100, financial planning is vital to ensure we have enough money to fund our lifestyles through a potentially long retirement.
July 17th 2023
June’s investment market commentary
Despite many challenges and ongoing uncertainties, Q2 saw global markets post yet another set of strong equity returns after what was an already solid start to the year, Simon Watts explains.
June 26th 2023
Has it been a damp spring for the UK property market?
Met office figures revealed that spring 2023 was one of the dullest in history, with the UK seeing only 70% of the season’s average sunshine and more than its average rainfall. Although the weather picked up in June, can the same be said for the UK property market? UK inflation finally fell below 10% in April, but it has proved stickier than expected and investor concerns over further rate increases from the Bank of England have caused more upset in mortgage markets.
June 16th 2023
May’s investment market commentary
May was all about the US debt ceiling discussions and a quest for stocks invested in artificial intelligence. These moves saw a rally in technology stocks while the rest of the global equity markets remained broadly unchanged. Simon Watts explains.
May 31st 2023
Is environmental transition a new industrial revolution?
Can sustainable investments offer sound financial returns as well as sound environmental practices in the fight against climate change?
May 12th 2023
April’s investment market commentary
April was a quieter month for markets as attention focused on further rate increases, given stronger economic data and signs of more persistent inflation. Simon Watts explains.
May 5th 2023
A tale of two coronations: 1953 and 2023
As we celebrate the coronation of King Charles III, we look back at the late Queen’s coronation in 1953 and how Britain has changed over the last 70 years.
April 28th 2023
Quarterly investment report
During the programme, we covered an overview of the markets and how we are managing our clients’ investments, how we help our clients fulfil their borrowing needs, and how to avoid emotions getting in the way of your plans.
April 26th 2023
Green bonds: A rapidly growing market for sustainable investments
In the face of growing environmental and social challenges, Madhushree Agarwal explores what green bonds can offer investors.
April 13th 2023
March’s investment market commentary
The first quarter of 2023 proved to be no less eventful than 2022, although despite this, returns for the major asset classes were positive over the period, as market movements were mainly dominated by central bank action and rhetoric.
April 13th 2023
Can the bank of Mum and Dad work long term?
While parents and grandparents have been property lenders for many years, the recent rise in mortgage rates and the cost of living crisis have led to far more help for the next generation. But does this support have long-term, unforeseen ramifications?
April 13th 2023
This is not just lending: This is bespoke lending
For high-net-worth clients with more complex borrowing needs, Chiraag Patel explains how private banks can offer a more tailored lending solution.
April 3rd 2023
Is cash really a solution for your long-term goals?
As we look towards another year of inflation and market turmoil, rising interest rates and the predictability of returns from cash in the bank may appeal. But is cash really a solution for your long-term goals?
September 23, 2026
Beyond the headlines: Investing in an age of AI, debt and geopolitical change
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