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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…
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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…
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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…
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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…
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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…
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Amid uncertainty, investors are increasingly turning to a financial adviser, finds Natixis IM’s Individual Investor Survey
10 June, 2025 – After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia…
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All eyes on Reeves as spending review tests fiscal resolve: we explore what tomorrow might bring
Chancellor Rachel Reeves unveils her first major departmental spending review tomorrow, as markets, investors and global institutions await…
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Smart Money People’s H1 2025 Mortgage Lender Benchmark records highest satisfaction rating since 2020 by brokers across all lending sectors
Smart Money People, the UK’s most comprehensive financial services review site, has released its H1 2025 Mortgage Lender…
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Quilter Cheviot CEO to step down later this year
Quilter plc announces that, after 31 years with the business, Andrew McGlone will step down from his role…
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