Cost of living drives early inheritance gifting
As the eldest millennials turn 40-years-old, their parents are considering gifting them inheritance early to increase support for their living costs this year, according
Dynamic Planner launches product and platform research
Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which it describes as giving advisers the ability to research investment
Progeny appoints KPMG’s Stewart Cape to new corporate development role
Progeny has appointed Stewart Cape, formerly of KPMG, to the newly-created role of Head of Corporate Development. The firm writes that in his new
Guernsey’s Alasdair McLaren named Regional Head of Private Wealth for IQ-EQ
Global investor services group IQ-EQ has promoted Guernsey-based Alasdair McLaren to the newly created position of Regional Head of Private Wealth for the UK,
Radiant Financial Group enters Scottish market with acquisition of two firms of IFAs
Radiant Financial Group, the consolidator of IFA firms, has entered the Scottish market after acquiring two independent financial adviser businesses, adding over GBP300 million to
SEI’s Andrews looks to the future for tech application in wealth management
SEI’s Global Head of Advice Solutions, Russell Andrews, is concerned that as adviser technology continues to evolve and grow, it might not factor in
Fintech launch aims to boost access to private markets investment
A new company, Private Markets Alpha (PM Alpha), has launched today to introduce an online digital platform designed to dramatically improve access to private
The perks for investors behind being one of Pavlov’s dogs
Charles White-Thomson, CEO at Saxo Markets reflects on his thinking a year ago. In July 2021, almost exactly a year ago, I wrote an op-ed
Why now could be a good time to invest in Vietnam
Dien Vu, portfolio manager of the GBP1.7 billion LSE listed investment trust Vietnam Enterprise Investments (LSE:VEIL) Limited outlines the investment case for Vietnam.
