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.
Multi-disciplinary professional services firm, Progeny, has announced plans to acquire The Fry Group, marking its expansion into international markets.
Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.
Luke Hyde-Smith of Waverton writes that absolute return funds seek to provide a positive nominal return for investors regardless of the underlying market conditions.
Julius Baer has released the third edition of the Global Wealth and Lifestyle Report, which takes a basket of consumer goods and services that reflect the spending patterns of high-net-worth individuals and analyses their prices in 24 key cities around the world.
Capgemini’s World Wealth Report (WWR), published today, reveals the global High Net Worth Individual (HNWI) population grew 7.8 per cent and their wealth grew 8 per cent in 2021 owing to recovering economies being boosted by the stock market.
