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.
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.
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.
Findings of a study by CoreData reveal a significant shift of focus from public to private markets. Report by Harriet O’Brien.
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.
Private and commercial banking firm Arbuthnot Latham offers its take on how investors can deal with the bear market. Report by Harriet O'Brien.
SEI's Global Head of Advice Solutions, Russell Andrews, is concerned that as adviser technology continues to evolve and grow, it might not factor in to emotional, cognitive and behavioural engagements.
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.
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.
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.
The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study
Alexander Westgarth, CEO at WineCap writes that in recent years, fine wine investing has risen in prominence as an attractive facet of the alternative investment space.
