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.
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.
Dean Brown, Partner, Wealth and Asset Management Consulting, KPMG UK writes that we find ourselves in an age where customers take for granted the ability to use digital products and services in a seamless and effortless way.
Almost three quarters made new habits during the pandemic and over 90 per cent have kept at least one of them, says Hargreaves Lansdown, reporting on a survey of 2,000 people conducted by Opinium.
Investment Metrics, the firm which provides analysis on investment factors for institutional investors, has examined four ‘regions’, the US, Europe, Emerging Markets and Australia, to understand how factors performed throughout April 2022.
Nearly two-thirds (63 per cent) of investors prefer using active funds to integrate ESG, with equities (80 per cent) over bonds (58 per cent) being the most popular asset classes globally to gain ESG exposure, according to a new study by USD2.7 trillion Capital Group.
Kate Kurbanova, co-founder and COO of Apostro, writes that the decentralised finance is lacking proper risk management and security practices which prevents more institutional investors to enter the market.
USD3.3 billion specialist biotech investment company, BB Biotech, has enjoyed 28 years of being in the right sector at the right time, returning an annualised share performance of 12.5 per cent since launch.