top of page

News & Views



The New Era of Finance: The Significant Role of AI
Artificial intelligence is rapidly reshaping the financial services industry. From automating time-consuming tasks to enhancing investment decisions and personalising client experiences, AI’s role is expanding fast. But alongside the opportunities come risks, including ethical concerns and regulatory uncertainty. Discover how finance professionals are adapting to this new era of innovation.
Mar 143 min read


ESG in 5 - Market Update & Sustainability News - 11-03-2025
ESG in focus: Markets dip, but sustainability advances with LEGO’s recycled tyres, United’s carbon removal, LFC offsets & Mars’ green jars.
Mar 112 min read


February Monthly Market Review
Markets trended sideways in February amid rising inflation and geopolitical uncertainty. The Balanced portfolio returned -0.37% as UK and EU rate cuts contrasted with the US Fed’s cautious stance. Inflation rose across regions, with UK CPI hitting 3.00% and the ECB reassuring that disinflation remains on track. While developed and emerging markets showed mixed performance, China led gains. Volatility persists, but history suggests potential progress as the year unfolds.
Mar 34 min read
bottom of page