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Who can be a wealth management client? And 3 reasons why many still aren’t.
Last Updated: June 4, 2026
“I am not wealthy enough”, “it’s not for someone like me”, or “it’s too expensive” are objections we often hear to using a wealth manager, even when finances have become more complex and wealth considerable.
This article explains the barriers that stop high earners and affluent individuals from considering using a wealth manager, and how you might overcome them, so you can decide whether it could be right for you.
It is for UK residents looking to build a sizeable portfolio of pensions, ISAs, investments and cash ahead of retirement, and for those who already have built one but wonder if they could get more out of it.
That said, whether wealth management is right for you will depend on your specific situation.
Retirement risks: how they affect your income and how to build a more resilient plan
Last Updated: June 4, 2026
Learn how retirement risks can affect your income and spending – and how a more resilient plan can help you stay flexible, adapt to change, and feel more confident about the future. We explore how these risks could affect you and outline practical ways to reduce their impact – allowing you to feel more secure about the future you’re working towards.
Happiness in short supply at the White House
Last Updated: September 30, 2025
Last week the UN World Happiness Report 2018 revealed that Finland is the world’s happiest nation. In contrast, the US slipped five places to 18th in the global ‘happiness’ rankings. The S&P500 fell 1.6% over the week in sympathy, amid fears of rising trade friction and fallout from the political merry-go-round at the White House. UK shares fell too.
Has the Bull still got a spring in its step?
Last Updated: September 30, 2025
Last Friday was a momentous day. Not only did it feel like Spring may finally be in the air, but it also marked the nine-year anniversary of the start of the current bull market. Yes, the previous bear market officially ended on 9 March 2009 following a 17-month bloodbath that saw US markets fall by 57% – the second-steepest peak-to-trough decline since 1932.
Turning the clocks back on trade
Last Updated: September 30, 2025
Weathering the markets last week wasn’t too dissimilar to weathering the roads: challenging, and not necessarily good for morale. Markets closed down on Friday; the FTSE 100 had fallen -2.3% during the week and the S&P 500 -0.6%. February closed to the downside across major markets.
One direction?
Last Updated: September 30, 2025
In Iceland, there’s an old saying: if you don't like the weather, wait 15 minutes. Since the start of this year, the markets have proven just as changeable as the fickle Icelandic climate. Earlier this month, the VIX index of volatility – Wall Street’s “fear gauge” – briefly hit the heady heights of 50, marking the biggest one-day rise in the history of the index and its highest level since August 2015.
Too much of a good thing?
Last Updated: September 30, 2025
In the fullness of time, markets are a finely-tuned valuation machine. Risk and reward is weighed in countless transactions allocating capital to the places where it does the most good for society. But in the short-term it looks a bit like a dog’s breakfast.
The big squeeze
Last Updated: September 30, 2025
Volatility is back. After more than a year of record calm in stock markets, the VIX index of S&P 500 volatility briefly hit 50 as it exploded upwards last week.
Stocks up, government shutdown
Last Updated: September 30, 2025
American stocks have matched the longest run of unbroken calm in their history, fittingly at the same time as the US government shuts down due to political impasse.
Chinese whispers
Last Updated: September 30, 2025
The tone of 2018 will be set by bond markets, we believe. How they react to the monetary tightening (or not) of the world’s largest central banks will have important consequences for share markets and investor confidence.
What’s to come?
Last Updated: September 30, 2025
For those interested in stats, another record is about to be challenged: the longest-running period without a 5% fall for the S&P 500.
What a difference a year makes….
Last Updated: September 30, 2025
Rathbones’ Asset Allocation Strategist, Ed Smith, reflects on one year since the outcome of the Brexit referendum and assesses the impact of the decision to leave the European Union on the UK economy.