Kim Pattison
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The critical importance of Private Company Valuations in the post-Covid world
The Covid-19 lockdown dislocated the EIS funding world. Anticipated inflows of investment fell sharply in March. Some portfolio managers were no longer…
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Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…
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CoInvestor receives £2.1M funding as part of the Governments Future Fund and appoints new board member
CoInvestor, the platform digitising alternative asset investing, has received £2.1 million in funding via two rounds of investment – the latter being…
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Model portfolios – bringing transparency to the industry
Catch up on the Managed Portfolio Services Webinar 7th July 2020
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July’s Case Study – Clients paying overseas bills
Some advisers think currency transfer specialists like TorFX can only assist with the larger sums of money associated with property sales and…
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Why impact and profitable growth can go hand in hand
Fund manager John William Olsen explains how investors can use the M&G Positive Impact Fund to help solve major social and environmental…
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Everything you need to know about funeral plans
By the end of 2019, over 2 million funeral plans had been sold in the UK since 2002, according to the Funeral…
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EBI Portfolios answer key questions
Click here to register for the MPS Webinar to hear from experts in the space, including Craig Burgess, Chief Executive Officer of…
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Clever Adviser Technology to share expert insights…
Click here to register for the MPS Webinar to hear from experts in the space, including George Cliff MBA, Research Analyst &…
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Do you need to attend this webinar?
For a taster of what the MPS Webinar has to offer, see below snapshot of questions to be put to the experts:…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
