Insights & Thought Leadership

Expert Analysis and Commentary on Financial Services Trends

Featured Insights

Latest analysis and commentary from our experts

Regulation August 2024

Consumer Duty: One Year On - Lessons Learned and Next Steps

A comprehensive review of Consumer Duty implementation across the industry, highlighting best practices and common challenges as firms adapt to the new regulatory landscape.

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Investment July 2024

Structured Products in a High Interest Rate Environment

How changing interest rate dynamics are creating new opportunities for structured product strategies and what advisors need to know about evolving client needs.

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Digital Transformation June 2024

The Future of Wealth Management: Digital-First or Human-Centric?

Exploring the balance between digital efficiency and personal service in wealth management, and how successful firms are navigating this transformation.

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ESG May 2024

ESG Investing: Navigating the New Regulatory Landscape

Understanding the implications of SDR and TCFD requirements for investment managers and how to build authentic sustainable investment capabilities.

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Market Analysis April 2024

The Rise of Alternative Investments in Retail Portfolios

Examining the growing trend of alternative investments in retail portfolios and the operational challenges and opportunities this presents for advisors.

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Technology March 2024

Blockchain in Financial Services: Practical Applications Beyond Crypto

A pragmatic look at how blockchain technology is being applied in traditional financial services, from trade finance to identity verification.

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Structured products, portfolio construction, and investment trends

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