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.
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.
Millennials have grown up, and it turns out they are the financially disciplined, focused and responsible adults in the room, according to new US survey findings published by Natixis Investment Managers (Natixis IM).
Global funds network Calastone reports that UK equities funds saw record outflows of GBP836 million in April, with selling focused on riskier categories.
Canadian asset manager Turtle Creek has a 20-year record of running an innovative North American equities value strategy for HNWIs. As it launches a UCITS fund which will make its strategy available to European investors, CEO Andrew Brenton talks to Harriet O’Brien about its achievements and challenges.
In a period of economic and global uncertainty, gold is seeing an onrush of attention and innovation, reports Harriet O’Brien.
