Kim Pattison
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What is a cash deposit platform?
With the rise of financial technology, cash deposit platforms are becoming a more popular way to manage cash for individuals, businesses, and…
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Choppy waters: overcoming investor anxiety
As 2023 gets underway and we look to the future, these are nervous times for many advisers’ clients. With little relief from…
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Supporting clients’ health and wellbeing – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during…
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Improving client retention – Legal & General helps advisers support clients during turbulent times
In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers to support clients…
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Preparing Portfolios for 2023: Consider the Strong Case for Bonds
At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities…
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Impact investing doesn’t mean compromising on returns
A common misconception around responsible investment approaches is that investment returns must be sacrificed in exchange for positive environmental or social benefits.…
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Are we there yet? Episode 6 – Why sustainability isn’t taking a backseat
M&G Investments’ Fabiana Fedeli has hope for the future – and reasons to justify it Saying that global markets are going through…
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Balancing opportunity with resilience when managing an income strategy
In this Q&A, PIMCO’s Dan Ivascyn highlights why he believes that fixed income markets now offer better value for active managers than…
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Active long term investing in Japan
As stewards of capital, we help companies becoming better versions of themselves. We call this value-added ‘shareholdership’. We work hard to be…
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Which mutual can help to mitigate market volatility for your clients?
Wesleyan has recently expanded into the intermediary sector, making their flagship With Profits Fund available to Financial Advisers via a platform. Run…
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