Fixed Income in the News
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IFAs might be underestimating appetite for investments that balance growth and positive environmental impact
Almost half of British adults want their IFA to recommend products that balance growth and positive impact on the environment, compared with…
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How VCTs Will Weather The Brexit Storm
Small companies are better able to deal with Brexit blows and the industry remains confident of the opportunities on offer Brexit has…
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Stellar launches industry-first ‘all inclusive’ inheritance tax service
Stellar, the estate-planning specialist asset manager, has launched what it believes to be the first ‘all inclusive’ inheritance tax planning service…
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deVere CEO acquires UAE wealth adviser
Nigel Green, the CEO of independent financial advisory firm deVere Group, has acquired Credence International, a UAE-based wealth management and advisory company.…
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Information Is King When It Comes To VCTs
Due diligence around VCTs does not need to be more difficult than a more general fund but advisers must really focus on…
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Velocity EIS Technology Fund 5 awarded MJ Hudson Trustmark
The Velocity EIS Technology Fund 5 has successfully completed MJ Hudson Allenbridge’s independent investment evaluation process and has been awarded the…
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Four reasons why financial advisors should consider EIS
The next four weeks are critical for those looking to invest in Enterprise Investment Schemes (EIS) – with capital preservation EIS…
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Deal flow and deployment for IFA’s considering S/EIS investment
Co-founder of Worth Capital Matthew Cushen discusses deal flow and deployment for IFA’s considering S/EIS investment in the coming weeks. Our approach…
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Fairstone completes acquisition of Pensions and Wealth Management Services
Chartered financial planning firm Fairstone has completed the acquisition of Pensions and Wealth Management Services. The acquisition was part of Fairstone’s proprietary…
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Over €80bn languishing in sub-scale investment funds
European asset managers are leaving open a large number of funds, which are lying dormant and delivering poor investor outcomes. So says…
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