Insights and Resources

Ever heard of behavioural finance? It’s a social science that explains why people buy expensive things, sell cheap ones, and make all sorts of other…

The financial profession loves an acronym. While most are just obscure jargon, some are more straightforward, such as ESG. To put it simply, this acronym…

It’s not always easy to find the right expert, who you can trust will listen to your needs, provide good value in meeting those needs,…

There has been a lot of news this month surrounding bank failures, and speculation of a new financial crisis. But the majority of the noise…

Bonus season is here. Whether you get what you want or not, there’s always room to plan, especially if you want to avoid a nasty…

Adam shares his passion to reinvent coworking, the brand’s stellar growth, and how they’re achieving their purpose-led mission.

We hear from Sasha on The First Wealth Podcast as he details the fascinating journey to creating such a prolific, industry-leading family business.

Lucy shares her authentic approach to content, community-building principles, and how she stays on her entrepreneurial A-game.

Hear about Erika’s entrepreneurial roots, the secrets to more effective comms, why mistakes are the best thing for us, and how she invites her team to ‘kill the ghost’.

Hear Zanna’s incredible story of resilience, determination and mindset on her way to become a Forbes 30 under 30 co-founder.

Whatever your politics, one has to feel a bit of sympathy (maybe) for the new Chancellor.  It has been a very tough first week in a…

Hear from Nathalie about how virtual environments shape behaviour, the ethical grey area behind persuasive tech, and so much more.

Thinking Sensibly about Bonds The Hidden Positives: If we had £10 for every article or commentary that suggests a 60/40 balanced portfolio[1], or bonds as…