News & Insights

Kapil Divecha recently became Head of Private Clients, leading the national Adviser team. Talking to him, he explains what he hopes to achieve in the role, the changes he’s implementing and his specialism in pension switches and transfers.

Gary Reynolds, Chief Investment Officer, said that companies who get too close to political powers run high risks, and Tesla’s now feeling the brunt of what happens when their CEO joins the government and then falls out of favour.

Courtiers are the winners for the Citywire UK Portfolio Manager & Group Awards 2025: Best Fund Group for Mixed Assets – Aggressive GBP. We are thrilled, but the hard work comes from our Investment Team who make sure we deliver strong returns for our clients.

Are Generation Z really that different to the generations that came before them? They may prioritise their mental health and wellbeing, but they are also plagued by the same financial anxiety that coined ‘Keeping up with the Joneses’ in 1913.

In the UK, "High Earners, Not Rich Yet"(HENRYs) are on the rise. As a demographic with high incomes and relatively low wealth, what are HENRYs, how can they benefit from financial advice and what impact are they having on the economy?

Alongside answering the question of what Paraplanners are and what they do, we discuss how we’re using AI to support you into the future.