Blogs & News

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Bubbles, Instagram Influencers and DIY Investors

First-time investors intrigued by the GameStop bubble can find out more about what investing is really about.

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What’s in your workplace pension default fund?

Default pension funds appeal to those who want a ‘hands off’ approach to their investing. But what are fund managers investing in? Look under the hood of your investments.

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The future of sustainable investing

Many questioned whether ESG investing would survive during lockdown – yet we expect than many will have done well by continuing to do good.

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Should we be worried about inflation?

What is inflation and how is it affecting our finances in 2021? Those of us saving for retirement could be affected more than others.

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What is inflation?

Susan Rai-Hutchins shares tips on how inflation affects us, and what we can do to mitigate its effects.

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Protect, reward, retain your employees

In the wake of the pandemic – is it time to review the healthcare benefits you offer your staff?

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Wren Sterling announces significant investment from Lightyear Capital LLC in secondary management buyout

21/07/2021. Wren Sterling is pleased to announce that it has secured a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout from Palatine Private Equity and shareholders, subject to FCA approval. Terms were not disclosed. Lightyear is a New York-based financial services private equity firm with a dedicated […]

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Brewin Dolphin: The Latest Fear and Greed Index

Growth and the rate of recovery

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6 steps to your estate planning

If you haven’t started – or if you haven’t written it down – this checklist will help get your thoughts in order.


Why now is a great time to review your finances

We've all had a chance to reflect on the things that are important to us. How have your goals changed recently? Nick talks to Steve Hudson, Independent Financial Adviser, about why now could be a good time to review your finances.

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Trio of acquisitions announced by Wren Sterling

Wren Sterling has released details of a further three deals completed over the first half of 2021, as it takes its total number of acquisitions in 2021 to four. Sentinel Private Clients Limited (Sentinel), of Warwickshire, Bookeeping Administration Services Ltd (BKASL) based in Cardiff and Rothesay Intelligent Financial Services Ltd (Rothesay) in Bedfordshire have been […]

Will the G7 impact markets?

Originally published on Charles Stanley is an investment manager partner of Wren Sterling. In this article, Charles Stanley looks at how a meeting of the G7 will affect the global investment markets, as the world's leading economies work on their Covid recovery strategy. The G7 Summit in Cornwall is a platform that will remind [...]