Annual report 2024

In this episode of Wisdom Shared, Vanessa Barnes, financial planner at Hannay Wealth and Chair of the Women’s Wealth Alliance within the Consumer Duty Alliance, joined Head of Partnerships Eleanor Williams to discuss women, wealth, and the future of financial advice. The conversation covers everything from the gender pension gap and how women engage with risk, to why connecting financial recommendations to how clients actually want to live their lives is key to long-term enga

This month's big three investment themes

When the second quarter began, investors were confronting an uncomfortable combination of rising inflation and slowing economic growth. Thankfully, by the time it ended, the picture had completely shifted. The MSCI World index gained 13.5% during the quarter, its best performance since 2020. The quarter was shaped by three distinct developments, each of which carries implications for the rest of the year. The first was corporate earnings. Companies reporting first-quarter re

In this episode of Wisdom Shared, psychologist and leadership expert Dr. Kati Adeseko discusses how leadership, not just technical expertise, differentiates successful firms. She explains why self-awareness and emotional intelligence are foundational for building teams, transferring trust, and delivering a consistent client experience.

UK Politics and Market Implications Following Prime Minister, Keir Starmer's planned departure and Andy Burnham's anticipated arrival as Prime Minister, the initial view is that the impact on UK markets will be limited. Although Burnham is seen as slightly to the left of Starmer, bond markets care more about fiscal discipline than political labels. The UK's constrained fiscal position leaves little room for any government to pursue expansionary policy without unsettling gilts