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
Impact investing
American Century Investments’ impact investing survey shows growth of greenwashing concerns
American Century Investments’ impact investing survey shows growth of greenwashing concerns
The appeal of impact investing has reached all-time highs in the fifth impact investing survey by global asset manager American Century Investments.
By Beverly Chandler | 30/05/2022
Wealth Adviser Awards 2022
Wealth Adviser’s 2022 award winners announced
Wealth Adviser’s 2022 award winners announced
After a three-year lull caused by Covid, we are very pleased to announce the winners in the popular Wealth Adviser awards, with the winners announced this week at our awards event in London’s Knightsbridge.
By Beverly Chandler | 27/05/2022
Post pandemic research
New research shows that new habits have stuck post pandemic
New research shows that new habits have stuck post pandemic
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.
By Beverly Chandler | 23/05/2022
Story
Investment Metrics reports a return to value
Investment Metrics reports a return to value
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.
By Beverly Chandler | 23/05/2022
ESG survey
Study finds nearly two-thirds of investors globally prefer using active funds to integrate ESG
Study finds nearly two-thirds of investors globally prefer using active funds to integrate ESG
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.
By Beverly Chandler | 18/05/2022