Fixed Income in the News
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Mobeus backs Preservica
Preservica has received a £7.5m ($10m) Series B investment from Mobeus Equity Partners. The money will be used to meet accelerating…
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Why Planning Ahead Is Essential To Optimise The Best VCT
With the lifetime allowance tightening around pensions, Octopus tell us why VCTs could offer a solution for clients Pensions have been increasingly…
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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…
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The GrowthInvest Adviser Hour: Estate Planning and Inheritance Tax Special
The GrowthInvest Adviser Hour, the webinar series focusing on tax efficient investments, continues tomorrow with Episode 3 – Estate & Planning & IHT Special. Tomorrow…
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Tilney appoints Duncan Budd as financial planner
Investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Budd joined from DB financial, the firm…
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Octopus Property funds £12.7m West London residential scheme
Specialist property lender Octopus Property, part of the Octopus Group, has backed a Saudi Arabian investor, Snabil Limited, with a £12.7m…
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GBI 2018 Yearbook
Welcome to the 2018/19 GBI Yearbook – the adviser’s bible to tax efficient investments. Packed with insightful and educative Thought Leadership features,…
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