Research Archives - Page 3 of 47

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

April 8, 2026

42% of UHNWIs prioritise tax consistency in relocation, just 18% cite ‘lowest tax rate’ 48% still only researching and most haven't yet taken concrete steps Two-thirds of the UK's ultra-wealthy have considered leaving the UK country for tax reasons in the past year, new research from BDO reveals. Yet the driving force for those considering […]

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Update: Managing wealth through crisis and war

March 18, 2026

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

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Brown Shipley: Entrepreneurs act early as tax changes approach

March 10, 2026

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

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

March 10, 2026

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

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UK Spring Statement 2026: Key analysis

March 4, 2026

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

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Why business owners’ biggest planning gap comes after the sale

February 26, 2026

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

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Retaining talent and digital transformation are wealth managers’ top concerns

January 27, 2026

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

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

January 20, 2026

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

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

January 16, 2026

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.

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Why Wealth Managers Should Think Differently About AI

January 7, 2026

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.

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Three lessons from 2025

December 23, 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.

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

December 10, 2025

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

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