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.
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.
As the eldest millennials turn 40-years-old, their parents are considering gifting them inheritance early to increase support for their living costs this year, according to new research from Barclays Wealth.
Dien Vu, portfolio manager of the GBP1.7 billion LSE listed investment trust Vietnam Enterprise Investments (LSE:VEIL) Limited outlines the investment case for Vietnam.
Charles White-Thomson, CEO at Saxo Markets reflects on his thinking a year ago.
A new survey by Aviva shows that older homeowners are increasingly using their properties to help their grandchildren buy homes. Matt McGill, head of the company’s Equity Release unit, comments on the findings to Harriet O’Brien.
