Research Archives - Page 5 of 47

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

July 18, 2025

The results are consistent with those of previous years’ surveys, signalling that private markets have become embedded in UHNW/HNW portfolios.

Research

Nucleus launches Voice of the Adviser Survey: A profession caught between two worlds

July 9, 2025

The research was carried out over a three-week period from 29 May-19 June 2025 and reveals a profession at a pivotal moment – arguably caught between two worlds.

Research

Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs

June 30, 2025

Discover Société Générale's tech strategies and innovation programs, including digital transformation insights, ICT budget details, and major contracts. Explore their global banking solutions and tech initiatives across Eu

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Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions

June 27, 2025

As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues

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The Great Wealth Flight: Millionaires Relocate in Record Numbers

June 26, 2025

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

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Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm

June 17, 2025

GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

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Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide

June 16, 2025

For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic

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Adding private market investments to your portfolio

June 16, 2025

As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.

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A new era of wealth transfer: Five key takeaways for securing your family legacy

June 12, 2025

Insights into giving and inheriting wealth across generations.

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Women’s Wealth Alliance seeks views on women in personal finance

June 3, 2025

This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.