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ESG: The rub of the green
17 July 2019
The more asset managers that incorporate environmental, social and governance thinking into their investment philosophy, the more traction ESG investing will enjoy.
London Stock Exchange Group lists Defaqto among 1000 companies to inspire Britain
03 July 2019
Published annually, the report celebrates the UK’s fastest growing and most dynamic Small and Medium Sized Enterprises (SMEs).
Discretionary Management and CGT
19 June 2019
One of the reasons for selecting a discretionary managed, segregated portfolio over a portfolio in a collective structure, such as ETF or OEIC, could be the treatment of tax. Specifically, the management of Capital Gains Tax.
Master trusts have to shape up
29 May 2019
Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete.
Fettered versus unfettered funds
14 May 2019
Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article.