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News Update

Wealth Adviser incorporated into ETF Express AJ Bell comments on NS&I changes  Elston celebrates 10-year anniversary with double hire and new portfolio range Royal Bank of Canada completes acquisition of Brewin Dolphin SJP merges four funds to create GBP4.3 billion UK Equity Income Fund DFM Sparrows Capital signs agreement with the P1 Platform UK’s cost of living crisis puts the squeeze on share trading says GraniteShares Evelyn Partners acquires Arena Wealth’s investment management business eToro partners with ESG Book UCITS fund launched by Turtle Creek Asset Management
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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

Ian Macoun, Pinnacle

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

Tree rings

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

Wealth image

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

Markets fluctuating

 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

Bhavini Kalaria, Harold Benjamin Solicitors

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

Eren Osman, Arbuthnot Latham

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

Directory Listings

  • Dolfin
  • Akram | Assurance, Advisory & Tax Firm
  • Constellation Advisers LLC
  • Silver 8 Capital LLC
  • HedgePole
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Special Reports

Singapore Funds Services in Focus 2020
Singapore Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
MSCI Technological Transformation Report
Technological Transformation Market Insight Report
ESG ETF Investing 2019
ESG ETF Investing 2019
More Specials
In My Opinion

ESG driving the next wave of asset management transformation

Maryna Chernenko, UFG

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

Will Rhind, 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

Mark Corns, KPMG

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

Yaela Shamberg, 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

Mandi McReynolds, Workiva

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
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