Investments
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How technology is changing client communication
Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to…
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Sanlam UK launches AIM IHT service
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate IHT liabilities and generate…
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Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
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Kuber appoints Jenny Dalgarno as Sales Manager
Kuber Ventures has appointed Jenny Dalgarno as Sales Manager. Dalgarno has over 15 years financial services experience largely in sales and including…
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Greshan House acquires FIM and raises £15m via placing
Gresham House, the specialist alternative asset manager, has acquired FIM Services, a specialist in sustainable real asset investment, for a total consideration…
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Newell Palmer acquires HIA International (Financial Services)
Newell Palmer has acquired HIA International (Financial Services) in a deal brokered by Gunner & Co. Coventry-based HIA International Financial Services is…
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Are you making the right choice?
Michelle Hoskin of Standards International shares her thinking on a process which firms can use to select the systems which are most…
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How can Artificial Intelligence help advisers?
Sue Whitbread takes a look at the Clever Adviser Technology Ltd (Clever) proposition and talks to Clever’s Patrick Boughton and Nicola Cornish…
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Classic original 1967 Mini Deluxe barn find up for auction
A 1967 Mini 850 Deluxe, which has been in single ownership in Lancashire from new and in storage since 1983, and…
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Back to the future – Emerging Markets in 2018
What does the return of Dr Mark Mobius tell us about the prospects for emerging markets? Brian Tora reflects on whether these…
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