Matt Williams
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Platforms defy volatility with best net sales in three years, finds Fundscape
Against a volatile geopolitical backdrop, it was no surprise to see stock markets yo-yoing throughout the first quarter and dragging down platform…
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Puma AIM VCT launches on the London Stock Exchange – the first new AIM VCT in 18 years
Puma Investments has officially launched the Puma AIM VCT plc on the London Stock Exchange. This is the first new AIM-focused VCT…
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Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin
In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at…
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Tariffs and turmoil: What might the impacts be for VCT and EIS investment?
Paul Wilson, Director and Managing Partner at Clifton Media Lab, the organisation behind GBI Magazine, reflects on the huge uncertainty caused by…
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Investing in innovation with the Parkwalk Opportunities EIS Fund
The Parkwalk Opportunities EIS Fund is open all year round and offers advisers and clients a unique gateway to invest into university…
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Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The Impact Investing Institute has published a pioneering report, sponsored by Schroders, designed to help wealth managers understand the competitive landscape and…
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Podcast #121: The friction and fixes for Letters of Authority, with Flag’s Justine Pattullo and Criterion’s Nick Green
Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more…
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been a remarkable rise in…
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Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…
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Jenson Ventures welcomes Steve Leighton as new partner
Jenson Ventures announces that Steve Leighton, a two-time exited founder and one of their earliest portfolio company entrepreneurs, is joining the firm…
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