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
Gold
Increasing demand and new ventures in the gold market
Increasing demand and new ventures in the gold market
In a period of economic and global uncertainty, gold is seeing an onrush of attention and innovation, reports Harriet O’Brien.
12/04/2022
In My Opinion
The benefits of a cohesive multi-asset investment strategy
The benefits of a cohesive multi-asset investment strategy
James Mee of Waverton Investment Management writes that people say that diversification is the only free lunch in finance.
25/04/2022
In my opinion
Long-term thinking for HNWI: How the adviser can help
Long-term thinking for HNWI: How the adviser can help
Andrew Tully, technical director, Canada Life writes that advisers are crucial in supporting their client’s long-term thinking, enabling high net worth decision makers to focus on long-term objectives and encouraging them to maintain their strategic thinking.
20/04/2022
Story
Wealth Adviser awards return for 2022
Wealth Adviser awards return for 2022
This would have been the 12th outing for the popular annual Wealth Adviser Awards but the pandemic intervened and the last awards were in 2019. Wealth Adviser is very pleased to bring the awards back for 2022.
By Beverly Chandler | 18/03/2022
Partner feature
How to reach savvy new-gen investors
How to reach savvy new-gen investors
Ioana Erhan, Global Co-Head of Financial Services and Director of Marketing Solutions at LinkedIn, talks to Harriet O’Brien about the findings of LinkedIn’s new report on the opportunities in the wealth industry.
05/04/2022