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
In My Opinion
ESG driving the next wave of asset management transformation
ESG driving the next wave of asset management transformation
Maryna Chernenko, Managing Director of UFG Capital, writes that even though we are at the early stages of impactful investing and there are lots of challenges for asset managers lying ahead, the future path of the balance between portfolio profitability and sustainability is clear already.
15/07/2022
Research
Savings rates still too low to tempt regular investors says GraniteShares
Savings rates still too low to tempt regular investors says GraniteShares
New research from ETP provider GraniteShares shows regular UK investors believe savings rates are still not high enough to tempt them to move more money into cash.
By Beverly Chandler | 08/07/2022
In My Opinion
Take the opportunity to save millions on cloud technology
Take the opportunity to save millions on cloud technology
Mark Corns, Partner and Head of FS Cloud Transformation at KPMG writes that, like other sectors, wealth and asset managers are investing more and more in cloud technologies to help transform service delivery and personalisation, through faster and better decision-making and customer responses.
08/07/2022
Interview
Wealth advisers should digitise more, says Yaela Shamberg of InvestCloud
Wealth advisers should digitise more, says Yaela Shamberg of InvestCloud
The Co-founder and Chief Product Officer of financial cloud platform InvestCloud talks to Harriet O’Brien about how technology is vital in creating portfolio personalisation for investors.
04/07/2022
Interview
Workiva survey reveals nearly two thirds of UK organisations feel underprepared for future ESG reporting mandates
Workiva survey reveals nearly two thirds of UK organisations feel underprepared for future ESG reporting mandates
The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study
27/06/2022