Sue Whitbread
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How efficient is your financial planning business? Tracey Underwood, PACE Solutions.
Sometimes you need to think differently in order to ensure that your business is focused on the most effective areas. Tracey Underwood…
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Should you ‘Sell in May and go away’? Brian Tora asks whether this this applies in the modern era
The investment industry – perhaps, more specifically, the stock market – is full of sayings which are designed to help the unwary…
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Urbanisation: the smart investment opportunity – Ivo Weinöhrl, Senior Investment Manager, Pictet-SmartCity Fund.
Urbanisation is putting pressure on infrastructure and the environment. To thrive, cities need to get smarter and work more closely with the…
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ESG investing – aligning clients’ investments with their values: Damien Lardoux, EQ Investors.
EQ is an award-winning chartered financial planning firm which has over 60 staff in London and 2,000 clients all around the UK.…
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Why there is still a need for protected investment strategies: Iain Cunningham, Investec Asset Management.
Last man standing? Why there is still a need for protected investment strategies by Iain Cunningham, co-manager, Investec Multi-Asset Protector Fund As…
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Boosting client engagement through impact investing: James Lawson, Tribe Impact Capital
How can impact investing improve the quality of your client relationships? James Lawson (pictured) of Tribe Impact Capital highlights practical ways you…
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Weekend press review: and in other news…
It’s the Labour party’s plans for scrapping of IHT that take prime position in The Sunday Telegraph Money section this weekend. The…
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Weekend press review: Woodfordgate – what happens next?
There are no prizes on offer today for any reader guessing the main topic under the microscope of financial journalists this weekend.…
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Weekend Press Review: what are they hiding?
The question of disclosure of fund holdings is on the radar for Jeff Prestridge this week. His article in the Financial Mail…
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Weekend press review: disguised remuneration
Revealed: the best fund manager in ISA history.”It’s headline likely to attract the attention of DIY investors as The Sunday Telegraph Money…

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