News & Insights

In the fast-moving competitive world of wealth management it is imperative that you keep abreast of the latest news

Here you’ll find insightful articles, the most recent features and topical blogs covering financial markets, current trends and the latest appointments

March 8, 2024

Index funds and ETFs: a beginner’s guide

Interested in investing in the stock market but not sure where to start?

Check out this beginner’s guide to index funds and ETFs by Nick Green.

These investment vehicles offer a hassle-free way to diversify your portfolio and can even outperform riskier investments in the long term.

Learn about the differences between index funds and ETFs and the potential risks involved.

January 5, 2024

Customer Centricity Is Linked to Higher Share Price Growth

New research by STRAT7 reveals a strong link between customer centricity and share price growth in FTSE 350 businesses.

Those leading in customer centricity, evidenced by language in annual reports, saw a 10% higher growth over three years.

Consumer banking, led by NatWest, emerged as the most customer-centric sector.

The study emphasises that genuine commitment, not just lip service, is crucial for success in today’s dynamic business landscape.

December 1, 2023

ML in Investment changed forever with GPT

Machine Learning (ML) has been a reliable tool for predicting market trends and simulating investment scenarios for some time now.

However, with the arrival of Chat GPT, everything is about to change. Even the most seasoned veterans in the industry are struggling to keep up with the advancements.

Chat GPT is an AI model designed specifically for natural language tasks. It can understand and generate human-like text, which makes it ideal for applications such as chatbots, data analysis, and content creation.

October 13, 2023

What is ESG?

Check out this informative post on the importance of Environmental, Social, and Governance (ESG) factors in measuring a business’s impact on sustainability, ethics, and the community.

Small businesses play a crucial role in driving positive social change. With 99% of British businesses being small businesses, even small changes have the potential to make an impact.

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