Jacqueline Wilson
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Perfecting Your Client Engagement Process
There are some common practises which advisory businesses can adopt in order to boost efficiency and effectiveness. Tracey Underwood of PACE Solutions…
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Structured Products – The View From Investec
For the majority of advisers, structured products are still a relatively niche asset class. Their perceived complexity, combined with the criticism that…
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Help for IFAs to source EIS & SEIS opportunities for their clients
Some of the questions advisers ask Worth Capital most often How does Worth Capital hunt for potential investments? Each investment is…
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Areas of concern in financial services markets
The Sector Views look at the impact of macroeconomic developments and common drivers of change emerging across financial markets. They also outline…
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The Future is Now | GBI 18 | February 2020
So that’s it then – after more than 3 years of bickering, wrangling, resignations and recriminations, Brexit is done. Except it isn’t…
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Sunday’s Money pages
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times reveals a…
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o2h Ventures invest in Pencil Biosciences
The o2h Therapeutics and AI Fund, an early stage S/EIS fund investing in biotechnology therapeutics and related AI opportunities, has announced an…
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Worth Capital start-up series Celebration of Innovation 2020
60+ IFAs and investors gather at the iconic Globe Theatre Hayley Etherington, Business Operations Director at Worth Capital, reports on the…
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ESG Round Table London
Environmental, social and corporate governance (ESG) criteria are assuming an unprecedented importance in the world of investment. To reflect the exponential interest…
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February’s Case Study – Clients Selling Property Abroad
Advisers are often approached by their clients with all manners of financial enquiries – this can include handling funds in different currencies.…
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