Matt Williams
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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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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Maven successfully exits security solutions provider UAP
Maven Capital Partners (“Maven”), one of the UK’s leading private equity firms, has completed the sale of UAP Limited (“UAP”), a leading…
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better…
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NI&P Podcast #15: Heroes in the middle – How advisers are powering better protection advice, with L&G’s Mike Pritchard
In this week’s special New Insurance and Protection edition of the IFA Talk podcast,we’re shining a spotlight on the vital role financial…
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Triple Point team supports Pelican Capital’s investment into Capacitas
Triple Point’s Private Credit team supported the provision of a senior loan to enable Private Equity firm Pelican Capital’s investment into Capacitas,…
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WisdomTree reacts to the FCA’s crypto ETP approval for UK retail investors
Dovile Silenskyte, Director, Digital Assets Research, WisdomTree provides her view on the FCA’s decision on crypto ETP approval for UK retail investors.…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
