Matt Williams
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PIMCO on the credit market lens: making sense of a cross-asset disconnect
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes. Lotfi Karoui, Multi-Asset Credit…
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Maven Cognition backs ‘Not In the Guidebooks’ to support next phase of growth
Maven Cognition has completed an Enterprise Investment Scheme (“EIS”) investment in Not In the Guidebooks (“NITGB”), a fast growing travel business specialising…
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Evelyn Partners’ Dan Caps breaks down the evolution of passive investing
Dan Caps, Lead Portfolio Manager of the Evelyn Partners’ Index MPS range, outlines how a new approach can help to achieve greater diversification, protection and stronger return potential Passive investing has evolved rapidly over the past two decades as investors increasingly gravitate towards low-cost solutions that track the…
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The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent changes to Business Relief (BR) rules have brought inheritance tax planning firmly back into focus for advisers and their clients. The…
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Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
This week on IFA Talk, in partnership with Evelyn Partners, we take a deep dive into passive investing, and how it has…
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Why tax‑efficient investing in private markets is becoming essential for UK portfolios
In a recent Tax-Efficient Investment (TEI) special edition of IFA Talk, Mei Lim, Managing Partner at Anthemis, joined us to explore the…
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Hargreave Hale AIM VCT backs Xampla with £1.5m to scale plant-based alternative to single-use plastics
Hargreave Hale AIM VCT (Hargreave Hale), an established venture capital trust investing in some of the UK’s most exciting high-growth businesses, today announced…
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Truly Independent: ‘Financial advice for everyone’ – what does it really mean?
The challenge of eliminating – or at the very least narrowing – the advice gap has brought countless proposals from advisers, regulators…
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Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking…
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Marlborough: Move beyond the noise for peace of mind, and for opportunity
There was a time when news bulletins routinely ended with a quirky, uplifting story. News at Ten’s “And finally…” segment during the…

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