Wesleyan: Putting investors’ needs first

Wesleyan: Putting investors’ needs first

Wesleyan, the financial services mutual that has stood strong for over 180 years, is focused on putting investors’ and fund holders’ needs first – not those of shareholders. Their financial strength underpins their investment philosophy and beliefs – as well as their...
How might the major asset classes unfold in 2023?

How might the major asset classes unfold in 2023?

We bring you edited highlights of IFA Magazine’s insightful live webinar with Brooks Macdonald which took place earlier this month – and bring you your chance to catch up on the conversation. As we all know, 2022 was a particularly turbulent year for investors – but...
Is MBO the way to go for IFAs?

Is MBO the way to go for IFAs?

Wealth Holdings are specialists focusing on mergers and acquisitions, succession planning and post-deal integration in wealth management and financial services businesses. In their latest article for IFA Magazine, they set out the case why they believe that owners of...