By Simon Binney, Business Development Director, Wealth Wizards For financial planning firms targeting new clients, often the problem is not attracting clients to their business, it’s attracting the right level of client that will be profitable for the firm now, while...
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AJ Bell’s Khalaf: Endgame will see majority of funds incorporating ethical framework into investment process – #WorldEarthDay
In celebration of World Earth Day, Laith Khalaf, Head of Investment Analysis at AJ Bell, provides an outlook for the ESG space. The performance tide has turned against ESG funds of late, as growth stocks have floundered, and oil and gas companies have profited from...
Mitigating rising inheritance tax – the need for an effective estate planning solution
Anne Slater-Brooks, Senior Business Development Manager at Triple Point While the recent Spring Statement brought in a variety of tax changes, its failure to offer any change for inheritance tax thresholds could see many facing rising IHT bills in the months ahead. As...
How EIS can be used to support clients’ tax planning needs
Jessica Franks, Head of Retail Investment Products at Octopus Investments, talks through a client planning scenario to highlight how an adviser can help a client to reduce his tax bill for the prior tax year by using an Enterprise Investment Scheme (EIS). Let’s...
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Fluoretiq and innovative medical technology within Deepbridge’s Life Sciences EIS
GBI Magazine spoke to Neciah Dorh, CEO of FluoretiQ, to find out a bit more about the development of innovative medical technology...
Mazars’ Lagarias: A world in disharmony might just be -centrally- unmanageable
George Lagarias, chief economist at Mazars, comments on central banks and the market’s current volatility. “Last week saw the resumption...
M&G’s Municchi: maximising opportunities in sustainable multi-asset investing
by Maria Municchi, Fund Manager at M&G Investments In the past few years, both individuals and institutions have been increasingly...
Onwards and upwards: we interview Mark Brownridge as he departs EISA after 5 successful years as DG
As Mark Brownridge(pictured) moves on from his highly successful tenure as Director General of the EIS Association(EISA) , GBI Magazine...
Zilico’s innovative diagnostic technology
As part of our insight series GBI Magazine spoke to Sameer Kothari, CEO of Zilico, about his company and its relationship with the...
How this EIS company is aiming to change the vaccine market
Jessica Franks, Head of Retail Investment Products at Octopus Investments, looks at an exciting EIS-backed company. Most vaccines –...
The main threats and opportunities to market growth in 2022
As 2022 begins, where are the main opportunities for market growth, and what key risks should you be keeping an eye on? Find out now in...
ECB and BoE diverge amid higher energy driven inflation
Bank of England hikes again, with more to come, while the eurozone sticks to negative interest rates. Schroders Senior European Economist...
Pictet’s Luca Paolini: “Buying the dip as China revives in the year of the tiger”
“Equities’ prospects are encouraging in the wake of a sharp sell-off as global economic growth is set to reaccelerate” says Luca Paolini,...
Digging deeper: insights on Follow-on and Scale-up funds
GBI was pleased to recently host a webinar, ably chaired by Martin Fox, to discuss the topical issues of scale up and follow-on funds....
Smooth talk: we talk to Pru’s Vince Smith-Hughes about the popularity of smoothed investments
Here in part one of IFA Magazine’s recent conversation with Vince Smith-Hughes, Director of Specialist Business Support at Prudential, we...
Time to Talk Day: How to start conversations about mental health with your workforce
Amy Tomlinson, Head of HR at MetLife, says: “We’ve made great strides in recent years around encouraging a wider conversation on mental...
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