Matt Williams
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Octopus Investments opens Apollo VCT fundraise for new tax year
Octopus Investments, an investment manager on a mission to back the people, ideas and industries that will change the world, announces Octopus…
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Why the equity/bond free lunch isn’t over yet: Bfinance on Middle East crisis
March 2026 was an uncomfortable month for investors. As the Iranian conflict escalated into open war, oil prices rose sharply, short-term inflation…
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Confluence: Why FBOR is the answer to the risks hiding in your clients’ portfolios
When a client asks what they own, most advisers can answer that question at the fund level. They can point to an…
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Scaling through culture: How incremental behavioural changes can transform asset managers
Asset management has a habit of talking about scale as if it were an unqualified good. Bigger platforms, broader capability sets and…
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Cavendish on IHT reform: Aligning BPR with AIM relief
Following the ongoing debate around inheritance tax reform and scrutiny of Business Property Relief, Julian Morse, Co-CEO at Cavendish has shared his thoughts on the…
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Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone
In this week’s episode of IFA Talk, we explore how investment platforms can demonstrate real value during periods of heightened uncertainty, and what…
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2026 WealthTech100 list spotlights innovators redefining wealth management
FinTech Global has announced the latest edition of its annual WealthTech100 list, recognising the technology providers transforming the global wealth management industry.…
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AJ Bell on Tax-efficient savings alternative: is it time to join the gilt trip?
The outbreak of war in the Middle East at the end of February raised fears of inflation, and expectations that interest rates…
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Wealth DFM Talk Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett
In this month’s episode of Wealth DFM Talk, we unpack how global tensions are shaping the investment landscape in real time. Joining…
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TEI Podcast #13: The role of private capital in UK early-stage investing, with Anthemis’ Mei Lim
In this month’s special Tax Efficient Investment edition of IFA Talk, we’re exploring why tax-efficient investment schemes are becoming an increasingly important…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
