Handelsbanken Wealth & Asset Management

📢 ✨ Introducing our Wealth Survey Report 2025 We are excited to launch the latest edition of our flagship wealth publication! Now in its third year, this report is designed to take a closer look at issues of equality and divergence when it comes to important wealth topics. With three years of data now backing the report, significant patterns are emerging along key demographic lines, including gender... In this edition, you can find top tips from our expert wealth planners - Stephen Cowling FPFS, Lucy Allington, Christine Ross and Lydia King FPFS - to help you to build your own financial future, and discover the answers to an enormous range of questions, including: 🤔 What are the top financial worries keeping the nation awake at night? 👛 Why are women’s pensions so far behind men’s, and can we do something about it? 📈 Which age groups invest the most in cryptocurrency, and which favour bricks and mortar? Click the link below to read the full report (and the comments to explore our previous editions!) 💡 Wealth Survey 2025 - https://lnkd.in/g-kxsBMR #wealthreport #wealthplanning #pensions #pensiongap #crypto #financialplanning #investing #report

💼 NEW ROLE: Compliance Manager - Regulatory and Advisory Come and join our brilliant compliance team! We are looking for a skilled compliance regulatory and advisory specialist to join our evolving team! Our ideal candidate will have experience in: ✅ Interpreting and implementing regulation in a wealth and/or asset management environment. ✅ Proactively engaging with stakeholders, industry bodies or networks during periods of significant new regulation and business change ✅ Creating and delivering clear and concise written and verbal communications on current and upcoming regulatory developments, which can be leveraged across various stakeholder groups and varying situations ✅ Reporting and MI production to senior stakeholders 👍 CISI IAQ / IOC, Investment Compliance Diploma or other compliance qualification from the International Compliance Association (ICA) would be useful Does this like you (or someone you know)? Click/share the link below to find out more and apply today! #hiring #jobalert #compliance #compliancejobs #compliancemanager https://lnkd.in/ezyERFT5

⏲️ The end of the 2024/25 tax year is on the horizon... To help you stay prepared, here's a handy guide with ten tax planning tips to help you make the most of the time left before 5th April hits! Also available to view on our website - https://lnkd.in/ePQQCBBV #taxyearend #taxplanning #ISAseason #financialplanning #tips

👀 Wealth is evolving - are you keeping up? With the launch of our latest Wealth Survey approaching in just two weeks 🚀, we take some time reflect on our journey so far, before we reveal how trends have changed and developed. ♂️♀️ In 2023, we published our first Wealth Survey, which focused on addressing the wealth gap between women and men. Split into four easily accessible chapters, and filled with easy-to-understand graphics, our Wealth Survey 2023 brought together historical context and practical suggestions for closing the gender wealth gap. Click on the link below to learn what our survey told us about: 💡 Women’s financial literacy and confidence ➗ The pension gap between women and men 🛠️ Evidence of a gendered ‘division of labour’ in financial responsibilities 💭 The financial preoccupations keeping the nation awake at night https://lnkd.in/eP5QH4JA #wealthsurvey #genderwealthgap #report #pensions #investments #wealthplanning

📢 NEW ROLE: Associate Client Director - Private Office (15-month FTC) 📍 London/ Tunbridge Wells (Kent) We have an exciting new role to join our well established Private Office team which looks after some of our most prestigious clients. What are we looking for? 📚 Progress towards a relevant regulated financial planning qualification (e.g. CII Diploma in Regulated Financial Planning) is preferred but not essential 🔢 Strong numeracy skills ⏱️ Ability to work under pressure and meet tight deadlines 💡 Thorough understanding of investment and financial planning principles and processes 💼 Proven experience within the wealth management/financial planning sector Please visit the link below to view the full job specification and apply today! #jobalert #hiring #wealthmanagement #financialservices https://lnkd.in/emMufmi6

❤️💍 Nothing says ‘I love you’ like a bit of wealth planning… In this special Insight linked below, Christine Ross charts the rising popularity of prenups. Click here to read the full Insight: https://lnkd.in/gXECJtJc #prenups #wealthplanning #insight #valentinesday

📌 Tariffs make a splash! While data releases show the US economy is continuing to perform strongly, the threat of US tariffs and counter tariffs adds a degree of volatility to financial markets. Catch up with our Investment Team and latest market news in our Weekly Bulletin linked below! #weeklyupdate #economy #interestrates #stockmarketnews #investing #financialmarkets https://lnkd.in/d_Kf56dd

💼 NEW ROLE: Investment Manager (6 month FTC) We have an exciting new opening in our well-established, award winning Investment Team! If you have experience managing alternative investments and a passion for multi-asset investing, we want to hear from you! This well-rounded role, will include: 🤝🏻 Co-managing our alternatives fund  📊 Conducting and presenting on research within the full spectrum of alternatives 💡 Idea generation within alternatives universe within the context of our multi-asset portfolios Our ideal candidate will have: ✅ 3-5 years’ experience investing in alternative funds ✅ Experience in hedge fund, private credit and/or listed investment company due diligence ✅ CFA / CAIA qualification (preferable) ✅ Experience managing funds would be highly relevant ✅ Strong communication and collaboration skills Visit the link below to find out more and apply! #hiring #investmentjobs #contract #fixedtermcontractroles #investmentmanager https://lnkd.in/eVyWXTZp

📢 NEW ROLE LIVE! 💼 Senior Compliance Associate (London) We are looking for someone with: ✅ A minimum of 2 years’ compliance and / or financial crime monitoring experience gained within a Wealth Management Firm or Retail Financial Advice Firm is preferred. ✅ A CISI IAQ / IOC, Investment Compliance Diploma or other general or financial crime compliance qualification from the International Compliance Association (ICA) Click the link below to find out more about this exciting new role and how to apply! #hiring #jobalert #compliance https://lnkd.in/eDdCfkfx

📌 A more subdued performance across markets despite fresh all-time highs in US and European stock markets. Bond markets were flat after a quiet period, while commodity prices weakened. Catch up with our Investment Team in our Weekly Bulletin linked below #weeklyupdate #marketnews #economy #electionnews #trump https://lnkd.in/eVCn9qux