Kim Pattison
-
Navigating regulatory shifts and evolving charging structures in MPS
With the implementation of the Consumer Duty last year, it is interesting to consider how the various asset managers have embraced this…
-
How can MPS managers navigate the Autumn Budget tax changes?
Advisers must ensure that they fully consider a client’s up to date tax position, including the changes announced in the Autumn Budget…
-
Managed Portfolio Services (MPS) | Annual Report 2024/25
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.…
-
Unlocking opportunities in the evolving UK property market
The UK property landscape is evolving, driven by mega trends and sustainability challenges. Matthew Norris, Fund Manager of the VT Gravis UK…
-
Platform Research Report 2024
We are delighted to present the latest in our Annual Report Series, the Platform Research Report 2024. Intermediary investment platforms are increasingly…
-
The evolution of factor investing: from its roots to its practical implementation in today’s dynamic markets
Join us tomorrow morning for our latest live webinar in association with Legal & General Investment Management (LGIM). Your webinar invitationFactor investing: the history,…
-
How does the performance of factor investing compare to other types of investment strategies?
What exactly is factor investing and where did it come from? More importantly, what does it look like in practice and what…
-
What are the key benefits and opportunities of factor investing right now for client portfolios?
Your webinar invitationFactor investing: the history, application and key considerationsTuesday 9th July 10-11am Join us for our next live webinar where we will delve…
-
The role of Fixed Income in supporting efficient MPS diversification
We were delighted to host our most recent MPS webinar, in association with Legal & General Investment Management (LGIM). Fund managers Francis Chua…
-
Factor investing: the history, application and key considerations
What exactly is factor investing and where did it come from? More importantly, what does it look like in practice and what…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
