Priscila Parente
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Pounds in pockets: why natural income matters in retirement income planning
An exclusive interview with BNY Investments’ Paul Flood For many investors approaching or in retirement, getting a high yield from a multi-asset…
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Helping advisers and asset managers structure success and rethink investment strategies
Today’s financial markets are full of surprises, and not always the good kind. In a world of political unpredictability, rising interest rates…
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Beyond the benchmark: why active multi-asset management wins in uncertain times
Our exclusive interview with Schroders’ Philip Chandler focuses on how and why active management is so important in a changing world. As…
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Brooks Macdonald launches Brooks Financial – the new brand for its financial planning business
Brooks Macdonald today announces Brooks Financial as the new brand for its growing financial planning business. Evolving from the long standing and…
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Surge in divorce settlements contested in the courts due to rising financial uncertainty
The number of divorce settlements being contested in the courts has surged to its highest level in 15 years, according to Nockolds,…
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Why are investment trust discounts so high, and what does it mean for investors?
Dan Coatsworth, investment analyst at AJ Bell, comments: “Twenty-six investment trusts trade on a discount that is more than five percentage points…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP Corporate Finance. Headquartered in…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn Partners, bringing specialist experience…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”),…
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