Story
Wealth Adviser incorporated into ETF Express
Wealth Adviser has been incorporated into ETF Express. To find all the updates and news for Wealth Adviser, please go to https://etfexpress.com/
By Beverly Chandler | 02/03/2023
Interview
In celebration of the boutique
In celebration of the boutique
Ian Macoun, MD of Pinnacle Investment Management, believes in the benefits of investing with boutique managers and the benefits to PM’s of setting up their own company with institutional level support.
29/09/2022
In My Opinion
The importance of trusts and ringfencing assets
The importance of trusts and ringfencing assets
Cameron Crees, Associate in Collyer Bristow’s trusts, tax and estate planning team writes that, for centuries, trusts have been a key way that assets can be ringfenced and passed to beneficiaries in a controlled manner, often with a specified purpose.
03/10/2022
VCT and SEIS
VCT and EIS to benefit from mini-budget measures says Wealth Club
VCT and EIS to benefit from mini-budget measures says Wealth Club
Alex Davies, CEO and Founder of Wealth Club has found the good points in the mini-budget, noting that both the VCT and EIS schemes will be extended.
By Beverly Chandler | 28/09/2022
Study
How private markets are on the rise
How private markets are on the rise
Findings of a study by CoreData reveal a significant shift of focus from public to private markets. Report by Harriet O’Brien.
By Beverly Chandler | 16/09/2022
In My Opinion
The art of managing costs in the face of a potential recession
The art of managing costs in the face of a potential recession
With a potential recession on the horizon, many business owners and individuals will be wondering what steps, if any, they can take to manage costs going forward. Bhavini Kalaria Partner, Litigation and John O Donovan, Partner, Banking & Finance at Harold Benjamin Solicitors report.
23/09/2022
Interview
Looking the bear in the face
Looking the bear in the face
Private and commercial banking firm Arbuthnot Latham offers its take on how investors can deal with the bear market. Report by Harriet O'Brien.
09/09/2022
Interview
Markets may be volatile but there are grounds for optimism, says Kevin Boscher of Ravenscroft
Markets may be volatile but there are grounds for optimism, says Kevin Boscher of Ravenscroft
Based in the Channel Islands, the UK mainland and the Isle of Man, Ravenscroft is an independently owned investment services group with GBP8.3 billion assets under management. Chief Investment Officer Kevin Boscher talks to Harriet O’Brien about the current market outlook.
29/07/2022
Wealth management
WH Ireland’s Bishop celebrates solid set of results
WH Ireland’s Bishop celebrates solid set of results
Results from WH Ireland published this week showed the fee income for the wealth management division represents 85 per cent of the wealth management division’s income, which has GBP1.6 billion of assets under management, of which GBP1.02 billion are under discretionary management.
By Beverly Chandler | 27/07/2022
Survey
Just a quarter of those approaching retirement use, or plan to use, regulated financial advice
Just a quarter of those approaching retirement use, or plan to use, regulated financial advice
A new survey by Dunstan Thomas looks at baby boomers’ attitudes to retirement and pensions. Adrian Boulding, the company’s director of retirement strategy, comments on key findings to Harriet O’Brien.
22/07/2022
Interview
More than half of investors want ESG in their portfolios, reports Quilter
More than half of investors want ESG in their portfolios, reports Quilter
Data from Quilter’s new client profiler tool shows attitudes to responsible investing - Quilter’s Andy Miller details the findings to Harriet O’Brien
18/07/2022
Interview
Leading ESG specialist Atlas Responsible Investors launches UCITS fund
Leading ESG specialist Atlas Responsible Investors launches UCITS fund
With sustainability at its core, Atlas was launched in March 2019 by Quentin Dumortier, who served as a captain in the French special forces before becoming a hedge fund manager. He talks to Harriet O’Brien about his ethos and the firm’s new UCITS fund.
08/07/2022