Short read
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New global study reveals wealth managers and financial advisors to drive international investments
Wealth managers and advisors will increase their clients’ exposure to overseas assets in a bid to better diversify portfolios, using specialist solutions…
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Hampshire Trust Bank appoints Sarah Dix as development finance lending director
Hampshire Trust Bank (HTB) has announced the appointment of Sarah Dix as Lending Director within its Development Finance division. She brings 25 years’ experience…
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‘Insurance Gap’ narrows amid surge in insured admissions
Launched in 2022, the Broadstone Insurance Gap Index tracks the relative changes in self-pay and insured private medical treatments alongside NHS waiting…
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Over 40% UK households plan to cut back spending due to rising mortgage costs, study finds
Rising mortgage interest rates are a major concern for many homeowners across the country, with 4 in 10 (42%) planning to cut back on…
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Landbay makes further reductions across two and five-year fixed product ranges
Specialist buy-to-let lender Landbay has confirmed further reductions across its range of two and five-year fixed rate products. Landbay has announced reductions…
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Kingsley Napley’s James Ward discusses rumours of Govt plans for big shakeup to IHT
Written by James Ward, Head of Private Client at law firm Kingsley Napley LLP The big question for wealth advisers today is…
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VouchedFor aims to tackle public’s lack of trust in advice with campaign reaching 3 million consumers
VouchedFor has announced its biggest-ever campaign for the 2024 Guide to Top Rated Financial Advisers, in a bid to change public perceptions…
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M&G launches fixed maturity bond strategy to capture the best opportunities in credit seen in a decade
M&G’s €126 billion AUM[1] Public Fixed Income investment division is launching an 18-month fixed maturity bond strategy for European investors to capture the most…
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Inheritance tax rate cut would be popular but it’s frozen thresholds that cast IHT net wider
It was reported at the weekend that the Government is seriously considering reducing the 40% inheritance tax rate and including a pledge…
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CISI appoints new Director of Learning
The Chartered Institute for Securities & Investment is pleased to announce the appointment of Mandy Gill as its new Executive Director of…

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