Despite the turmoil brought on by the Covid-19 pandemic, family-owned enterprises have managed to stay resilient. The world's largest 500 family businesses generated USD7.28 trillion in revenues, employing 24.1 million people across 45 jurisdictions. These and other findings were published today in the 2021 EY and University of St. Gallen Family Business Index which reveals how the largest family-owned businesses have responded to the recent turbulence in the global economy.
O-IM, a new investment management firm, launches today, aiming to provide affluent and HNW UK investors with the levels of personal service, bespoke portfolio construction and wide-reaching market access they would expect from a private bank – without the high investment thresholds or performance-threatening fees.
A new study by TIME Investments, a provider of Inheritance Tax services, shows nearly one in three (31 per cent) over-55s have never checked how Inheritance Tax (IHT) could affect them despite 36 per cent estimating their estates are worth more than the current tax-free allowances.
The UK fund market is at highest level of half-year sales since 2017 says the Investment Association
The UK fund market has had a strong first half of 2021, according to the latest set of Investment Association (IA) data, released today.
The Big Exchange, the financial services platform for people seeking to make money count for positive social and environmental impact as well as returns, welcomes J.P. Morgan Asset Management as a fund management partner.
Amati AIM VCT, the first to launch an offer in the current tax year, raised its GBP40 million fundraising target in just four working days, making it, the firm says, possibly the quickest fund raise for a large VCT ever.
The UK’s younger generations are counting on the transition of wealth between generations to fund their financial goals, reveals new research from Fidelity International.
Edinburgh privately owned asset management firm Aubrey Capital Management has announced today that its SVS Aubrey Global Emerging Markets fund is now available for retail investors on the UK investment platform Hargreaves Lansdown.
The nation is struggling to understand how much money is in their pension pot and how much they need to retire, according to new research released today from digital pension provider Penfold.