Knowledge Centre
Investment bulletins and guides for your wealth.
Latest articles and guides
Robo-Advisers vs Wealth Managers: Why Robo-Advisers Aren’t Always as Cheap as They Look
Are robo-advisers really cheaper than traditional wealth managers? Understand the true costs, behavioural impact and long-term differences for UK investors.
AI-Augmented Advice: How Wealth Managers Are Using Technology in 2026
An independent guide to AI-augmented advice in wealth management, explaining how UK wealth managers use AI in 2026 and what investors should understand.
Cross-Border Wealth Management for UK Expats in 2026
A UK-focused guide to cross-border wealth management for expats, covering tax residence, investments, pensions, reporting and international financial planning in 2026.
How to Assess Wealth Manager Investment Performance
A practical guide to evaluating wealth manager performance using meaningful timeframes, annualised net-of-fee returns, benchmarks, and peer comparison.