Managers of Wealth

Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far more quickly than their older counterparts.

How to Use Charitable Giving as Part of Your Philanthropy Strategy

That’s a welcome lifeline for many charities, as the number of regular donations is falling amid a cost-of-living crisis and lack of interest.

Confidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UK

The survey of more than 2,000 UK adults reveals a stark divide in financial literacy and confidence between investors and cash savers.

The 0.1% have hidden more wealth in offshore tax havens than half of humanity own

The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.

Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals

When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor.

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

Brown Shipley: Entrepreneurs act early as tax changes approach

The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points.

Women invest, but confidence holds them back, Rathbones study finds

Women are engaged and careful planners, but feel less confident taking investment decisions, Rathbones survey suggests

UK Spring Statement 2026: Key analysis

We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.

Why business owners’ biggest planning gap comes after the sale

The same data shows that 41% expect to sell within five years and another 20% within the following decade.

Retaining talent and digital transformation are wealth managers’ top concerns

WTW research highlights wealth managers top priorities and concerns for the coming year

HSBC: Asia's Economy to Slow Due to Export, AI Worries

China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the region

The wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed why

Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line.

Why Wealth Managers Should Think Differently About AI

Advisers may benefit most from AI when they apply it to their core competency, such as proposal generation and personalized offerings, measuring their progress against their own goals rather than those of other segments.

Three lessons from 2025

In keeping with annual tradition, our last article of the year features three lessons from 2025. We wish you a joyful festive period and a happy new year.

The University of Oxford and UBS are jointly launching the Oxford-UBS Centre for Applied AI as a pioneer for research and innovation.

The University of Oxford and UBS have announced the establishment of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).

Research