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Oxford Risk analysis reveals UK retail investors sold £3.94 billion of equity funds in market panic
Retail investors cashed in £3.94 billion of equity funds as market panic set in at the start of…
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Pension freedoms deliver flexibility – but at a cost, finds new AKG research
The flexibility brought about by pension freedoms continues to reshape retirement income planning – but it also brings…
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Learning from the past, rather than being stymied by it – First Eagle Investments
Written by Bill Hench of First Eagle Investments To wit, the tariff-induced equity market volatility year-to-date has created…
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NextWealth: Discretionary MPS strong growth continues, capturing outsized share of platform assets
Assets in discretionary MPS experienced strong growth of 11% in the past six months and 25% in the…
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Why are investment trust discounts so high, and what does it mean for investors?
Dan Coatsworth, investment analyst at AJ Bell, comments: “Twenty-six investment trusts trade on a discount that is more…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer…
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Amid uncertainty, investors are increasingly turning to a financial adviser, finds Natixis IM’s Individual Investor Survey
10 June, 2025 – After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around…
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