News, Comment & Analysis results for PRA

ESG
5 May 2025

Spotlight On Sustainable Investing, Natural Capital – Mirova

Despite increasing challenges, ESG-focused funds and sustainable practices continue to remain in...

WM Market Reports
4 April 2025

Private Clients Prioritise Future Generations’ Financial Security

STEP – the industry group for trust and estate practitioners worldwide – has issued a report...

Financial Results
19 March 2025

Close Brothers Reports Statutory Loss

The UK financial group has offloaded its asset management business, raised regulatory capital by...

Practice Strategies
3 March 2025

The Tools For Protecting Clients' Reputations

We talk to a wealth management firm and online reputation agency about the task of protecting...

Tax
24 February 2025

Advisors Must Wise Up To Insurance's Power In Easing Inheritance Tax Pain

Life insurance is a well established market and yet under-appreciated as a means of settling tax on...

Practice Strategies
23 January 2025

Digitisation – Shaping The Next Evolution In The WM Industry

Although some European firms are leaders in digitally transforming their operations, there is a...

Financial Results
22 January 2025

Assets Rise At UK's Quilter, Inflows Gain

Among other points, the UK firm said it expects to give an update on a review about historical data...

Practice Strategies
22 January 2025

Managing Operational Risk And Outsourcing In Financial Services

Recent episodes such as the CrowdStrike outage of summer 2024 highlight that financial entities...

Uncategorised
8 January 2025

Change At Top Of UK's Close Brothers

Stepping down to focus on his health, the departing CEO at the UK banking and financial services...

Practice Strategies
10 October 2024

Summary Of Wealth Management-Related MBAs, Post-Graduate Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant...

Comment & Analysis results for PRA

Compliance
24 February 2023

Foundations For Effective Corporate Governance

The author argues that UK regulatory expectations largely date back to the financial crisis. At...