Matt Williams
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Columbia Threadneedle multi-manager Q2 2024 fund watch survey: IA Japan sector tops the charts again but few funds beat peers on a consistent basis
The percentage of funds delivering top quartile returns over three consecutive 12-month periods fell to 28 out of 1,440 funds in Q2 2024,…
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Podcast #84: What does the FCA’s retirement income review mean for advisers? With BNY Investments’ Richard Parkin
Has your client retirement proposition evolved following the publication of the FCA’s thematic review of retirement income advice? In March, the FCA…
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Tatton Asset Management announces audited final results for the year ending 31 March 2024
TAM plc announces its audited final results for the year ended 31 March 2024 (“FY24”), which show strong, double-digit growth across revenue…
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EIS Association (EISA) celebrates 2024 Award Winners at the at the House of Lords
The Enterprise Investment Scheme Association (EISA) has announced the winners of the 2024 EISA Awards at the House of Lords, Westminster. These…
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Praetura Investments Completes First VCT Investment in AccessPay
Praetura Investments, the Manchester-based alternative asset manager, has announced its first investment via the recently launched Praetura Growth VCT plc. Leading bank…
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Podcast #83 Purely Paraplanning: The lang cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is…
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General Election: VCTs call for reforms to encourage investment in high-growth businesses
With the General Election barely two weeks away, both the Conservatives and Labour have been promoting a pro-growth agenda, with Labour promising to prioritise “wealth creation”…
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Number of wealthy individuals suspected of ‘serious tax evasion’ almost doubled says Pinsent Masons
The number of wealthy individuals HMRC suspects of ‘serious tax evasion’ jumped 95% to 172 individuals in the last 12 months*, up…
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The Chartered Insurance Institute (CII) announces two new board members
The Chartered Insurance Institute (CII) has announced the appointment of two new Board members; Dr Desmond Bermingham, Chair of the Education &…
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Invesco 2024 Midyear Global Markets Outlook: Is it time to reset, rethink, and refresh?
Invesco, one of the world’s largest global asset managers, yesterday hosted its 2024 Midyear Investment Outlook, which saw experts from across the business…
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