Matt Williams
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Gravis: The Warehouse REIT auction – will we now discover its true worth?
Matthew Norris, manager of the TM Gravis UK Listed Property (PAIF) Fund, has shared his thoughts on the Warehouse REIT Auction. The…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Gresham House Ventures appoints Jens Düing as head of portfolio as expansion continues
Gresham House Ventures, a growth equity investor specialising in software and digitally driven businesses across the enterprise solutions, healthcare, and consumer market…
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Guest insight | The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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Job hopping only earns you £75 more than staying put – is it worth it?
Switching jobs has been seen as the fastest way to boost your salary, but new research suggests the financial advantage is now…
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MorganAsh: Understanding the vulnerability gap
How many vulnerable customers should a firm expect to have? The FCA’s Financial Lives survey reports that around 50% of people will…
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TISA responds to FCA’s multi-firm review of life insurers’ pension transfer process
TISA have highlighted the importance of ‘effective solutions that allow consumers to transfer their pensions safely and efficiently’ ahead of new initiatives,…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private Equity (PE)…
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the board are largely in…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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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.
