Meg Bratley
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New industry research reveals growing importance of alternatives in advised client portfolios
New research with 200 UK wealth managers, financial advisers, discretionary fund managers, fund selectors and investment analysts from TIME Investments (TIME), which…
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Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data of the views of almost 17,500 advised investors…
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Don’t overthink ownership data! Thoughts from Ben Kumar @7IM
Every couple of years, the Office for National Statistics releases it’s “Ownership of UK quoted shares” report. And it’s just come out. There are,…
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M&G’s Catalyst backs British tech advancement in the North of England; invests £40 million into Pragmatic semiconductors
M&G Investments today has co-led a series D funding round alongside the UK Infrastructure Bank with a £40 million investment into Pragmatic…
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Octopus and amicable tie the knot
Octopus has acquired amicable, the leader in helping couples separate in a kinder and more affordable way. Octopus Group announces today that it has…
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Negotiating today’s bitter-sweet credit conundrum
By Laurent Gorgemans, global head of investment management at Nordea Asset Management As European corporate bonds display yields not witnessed for many…
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BTL and remortgage searches up in November, Twenty7tec reports
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for November 2023 as follows: Nathan Reilly, director at Twenty7tec says:…
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EPIC brings AIM IHT portfolio to IFA market
EPIC Investment Partners (“EPIC”) has announced that the EPIC MPS AIM IHT Portfolio (the “Portfolio”) is now available to the IFA market…
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Jupiter Outlook 2024: Convertibles
Jupiter Asset Management’s Lee Manzi and Makeem Asif discuss the outlook for the convertible bond market heading into 2024 and why they…
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Baronsmead VCTs build on fundraise success to launch £50 million share offer
The Baronsmead Venture Trust and the Baronsmead Second Venture Trust (the Baronsmead VCTs), managed by specialised alternative asset manager Gresham House, have launched…
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