Matt Williams
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Podcast #157: Meet the new CII President | Callum Beaton on the year ahead
In this episode of IFA Talk, Matt and Sue are joined by the new President of the Chartered Insurance Institute (CII), Callum Beaton, to talk…
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Morningstar: Global ESG funds record sharp reversal in 2025
Global sustainable open end and exchange traded funds saw an estimated USD 27 billion net outflows in Q4 2025, compared with almost USD 55 billion outflows…
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Octopus Investments opens fundraising for Future Generations VCT & appoints new partner
Octopus Investments (Octopus) has opened a new £10m fundraise for the Octopus Future Generations Venture Capital Trust (the VCT). The VCT aims…
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Quilter’s WealthSelect locks in gold profits once again prior to price falls
Quilter’s WealthSelect Managed Portfolio Service, the largest MPS in the market, has initiated an ad hoc rebalance to take advantage of the…
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TEI Podcast #11: Finding sustainable competitive advantage in today’s VCT market, in partnership with Foresight Group
In this latest episode of the Tax-Efficient Investment podcast from IFA Magazine, we turn our focus to Venture Capital Trusts and what…
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Podcast #156: Why behaviour, not knowledge, will decide the profession’s future, with Patrick Murphy
With more than 50 years in financial planning, Patrick Murphy has seen the profession evolve. Although he’s recently stepped back from advising…
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Wealth DFM Talk Podcast #6: Concentration risk, the weakening dollar and the case for UK equities, with Morningstar Wealth’s Mike Coop
In the first episode of Wealth DFM Talk for 2026, our Content Editor Matt Williams and Editor Sue Whitbread explore how portfolio…
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Podcast #155: Targeted Support and what advisers need to know, with EV’s Chet Velani
The FCA’s plans to introduce Targeted Support from April 2026 represent one of the most significant regulatory developments which advisers need to…
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Trump tariffs set to cause chaos for companies and raise US inflationary risks
As President Donald Trump announces 10% tariffs on UK, Denmark and other European countries on “all or any goods” exported to the…
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TEI Podcast #10: Changes to VCTs and the rising popularity of private markets, with Octopus Investments’ Toyin Oyeneyin and Tim Dickens
In this month’s special Tax-Efficient Investment (TEI) Magazine edition of IFA Talk, IFA Magazine’s Content Editor Matt Williams and Deputy Editor Jenny…
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