Matt Williams
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Capital Group’s Chris Miles shares Five keys to portfolio construction
In the following analysis, Chris Miles, Head of UK & Ireland Client Group at Capital Group, tells us why he believes that…
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AJ Bell: UK and active funds remain under the pump in 2025
Retail investors withdrew £2.4 billion from active funds in February, according to IA data released today. Laith Khalaf, head of investment analysis at…
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FE fundinfo launches dataset on Snowflake Marketplace to enable next-level data connectivity for asset and wealth managers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, announced the launch of…
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Rathbones Asset Management adopts SDR labels on two funds
Rathbones Asset Management Limited (RAM) announces it is to adopt the ‘Sustainability Focus’ label, under the Sustainability Disclosure Requirements (SDR), for the…
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VCTs at 30: An enduring success story
It’s hard to believe that Venture Capital Trusts (VCTs) are celebrating their 30th year. These tax-advantaged vehicles were created with a bold…
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Marlborough launches expanded multi-asset fund range with new funds and lower charges
Marlborough is launching an expanded multi-asset fund range with new funds added, significantly lower charges and an enhanced investment strategy that will…
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Third NextWealth report on consolidation and aggregation reveals that M&A continues to re-shape financial advice market
A new report on consolidators and aggregators finds merger and acquisition activity continues to re-shape the UK financial advice market. NextWealth’s 3rd…
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STEP’s major global survey reveals shifting tax priorities
STEP, the professional body for trust and estate practitioners, has launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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Fidelity International: Investors urged to stay focused on the long-term ahead of Liberation Day volatility
As markets brace for further volatility ahead of Trump’s anticipated “Liberation Day” trade tariffs, research from Fidelity International (‘Fidelity’) shows that one in three…
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BNY: Three considerations ‘come into play’ for Liberation Day
Ahead of Trump’s ‘Liberation Day’ announcements, Vincent Reinhart, Chief Economist at BNY, comments: “The argument for imposing tariffs is complicated – without…
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