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News Update

Wealth Adviser incorporated into ETF Express AJ Bell comments on NS&I changes  Elston celebrates 10-year anniversary with double hire and new portfolio range Royal Bank of Canada completes acquisition of Brewin Dolphin SJP merges four funds to create GBP4.3 billion UK Equity Income Fund DFM Sparrows Capital signs agreement with the P1 Platform UK’s cost of living crisis puts the squeeze on share trading says GraniteShares Evelyn Partners acquires Arena Wealth’s investment management business eToro partners with ESG Book UCITS fund launched by Turtle Creek Asset Management
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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

Ian Macoun, Pinnacle

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

Tree rings

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

Wealth image

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

Markets fluctuating

 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

Bhavini Kalaria, Harold Benjamin Solicitors

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

Eren Osman, Arbuthnot Latham

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

Directory Listings

  • Dolfin
  • Akram | Assurance, Advisory & Tax Firm
  • Constellation Advisers LLC
  • Silver 8 Capital LLC
  • HedgePole
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Special Reports

Singapore Funds Services in Focus 2020
Singapore Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
MSCI Technological Transformation Report
Technological Transformation Market Insight Report
ESG ETF Investing 2019
ESG ETF Investing 2019
More Specials
Interview

Markets may be volatile but there are grounds for optimism, says Kevin Boscher of Ravenscroft

Kevin Boscher, 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

Michael Bishop, WH Ireland

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

Adam Boulding, Dunstan Thomas

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

Andy Miller, 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

Quentin Dumortier, Atlas

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
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