Matt Williams
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NextWealth: Discretionary MPS strong growth continues, capturing outsized share of platform assets
Assets in discretionary MPS experienced strong growth of 11% in the past six months and 25% in the past year, while underlying…
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Quilter Cheviot CEO to step down later this year
Quilter plc announces that, after 31 years with the business, Andrew McGlone will step down from his role as Chief Executive of…
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Podcast #125: The “Three Is of Investable Capital” – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The Three Is of Investable…
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Chelsea Financial Services urge Maven Renovar VCT board to return cash to investors
Peter Hicks, research analyst at Chelsea Financial Services, has urged the Maven Renovar VCT board to return cash to investors. “Following the…
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Tax breaks to encourage fund raising for smaller unlisted UK companies needs a boost as they risk falling out of favour
Usage of a tax break designed to encourage UK investors to fund unlisted companies seems to be falling out of favour says…
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NI&P Podcast #13: Electronic wills and digital legacy planning with Adeus Life’s Nick Adams
In this month’s special New Insurance & Protection edition of IFA Talk, Sue and Meg are diving into the topic of electronic…
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Oxford Capital backs NavLive to bring real-time “scan-to-plan” technology to construction and infrastructure sectors
Oxford Capital announces its recent investment in NavLive, a University of Oxford spin-out that uses artificial intelligence and LiDAR to turn any building into…
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IA responds to the Government’s Pension Investment Review
Responding to the Government’s Pension Investment Review, Jonathan Lipkin, Director of Policy, Strategy and Innovation at the Investment Association has provided his insight. …
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Five Reasons to Invest in Japanese Equities Amidst Current Global Uncertainty
With wide ranging geopolitical uncertainty, and the full economic consequences of potential tariffs by the United States unknown, investors might understandably be…
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Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s ‘State of The Advice Nation’ report with Steve Nelson
In the latest episode of IFA Talk, we’re diving into the findings of The Lang Cat’s State of The Advice Nation report…

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