Jacqueline Wilson
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The EIS checklist for you and your clients
James D’Mello, EIS veteran, gives you a checklist of things to watch out for before you make an EIS investment. There are…
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Active fund management fees fall by 15% as outperformance of passive widens
Analysis by FundCalibre shows that fees for actively managed equity funds have fallen by more than 15% over the past four years*.…
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The way wealthy families structure their wealth has changed
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? By Charlotte…
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Greensill Capital files for administration, Sanjeev Gupta in “peril”
@peter_IFAMAG reads Twitter so you don’t have to. Greensill Capital’s implosion over the last week has been remarkable. Last week Credit Suisse,…
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James D’Mello explains the Side by Side Partnership
The Side by Side Partnership, a later stage EIS fund, gives entrepreneurs access to advice and guidance from those who have done…
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#IWD2021: Female voices from the financial industry
To celebrate international women’s day Wealth DFM Magazine has asked for female voices from across the Wealth Management industry, and for them…
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Kleinwort Hambros and The Brilliant Club partner to deliver an educational course to students across the UK
Kleinwort Hambros announce it has partnered with The Brilliant Club, in co-creating an educational course on economics and finance for pupils aged…
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#IWD2021: Church House IM’s Harriet Evans shares her insight on the global push for action on climate change
Out with the old, in with the green As part of our feature to celebrate International Women’s Day, Harriet Evans, Investment…
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Panasonic to buy Blue Yonder for $6.5bn
Panasonic Corp is set to buy US software firm Blue Yonder for $6.45bn in its biggest acquisition deal since 2011, Nikkei reported…
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Two in three people accessing advice share same adviser as their parents
As families up and down the country turn to financial advisers to support them with wealth transfer and future planning during the…
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