Partner Insights
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2025 Multi-Asset Fund Insights
Welcome to our 2025 edition of Multi-Asset Fund Insights – a refreshed and reimagined publication that we have developed with advisers firmly…
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Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios with Schroder Investment Solutions’ Ryan Paterson
With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help…
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Navigating today’s retirement income landscape and turning uncertainty into confidence, with Brooks Macdonald
Today’s retirement income landscape is more complex than ever – both for advisers and clients alike. Brooks Macdonald‘s Andrew Bennie and Dan…
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Podcast #126: From accumulation to decumulation – the growing importance of retirement income strategies with Brooks Macdonald’s Neil Cowell
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important – and complex – areas of…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in private investment across more than…
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Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin
In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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