In The Press - Investment News and Money Management

NMA adviser awards 2024: See this year’s winners!

See the full list of our 2024 award-winning advisers.

citywire.com

NMA adviser awards 2024: See this year’s winners!

Who are the FTAdviser Top 20 Financial Advice Firms this year?

Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 Financial Advisers list.

www.ftadviser.com

Who are the FTAdviser Top 20 Financial Advice Firms this year?

How to use life insurance to cut your IHT bill

Writing a whole-of-life insurance policy into a trust can be a powerful IHT mitigation

www.investorschronicle.co.uk

How to use life insurance to cut your IHT bill

Advisers falling short on basics with client communication

'Some advisers not doing the basics and listening'

www.professionaladviser.com

Advisers falling short on basics with client communication

'Is our pot big enough to pay out £72,000 a year?'

Portfolio Clinic: Our readers want their £900,000 investment pot to fund their retirement and to be an inheritance

www.investorschronicle.co.uk

'Is our pot big enough to pay out £72,000 a year?'

Employee Share Plans and the benefits for SMEs webinar

Hosted by Michael Mainelli, Executive Chairman, Esop Centre and Z/Yen Group and Richard Burge, Chief Executive, London Chamber of Commerce and Industry (LCCI). With guest speaker Petronella West, CEO at Investment Quorum and Mark Petch, Senior Associate at Macfarlanes.

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Employee Share Plans and the benefits for SMEs webinar

The best wealth managers for high-net-worth clients in 2023

The best wealth managers for high-net-worth individuals in 2022, compiled and researched by Spear's Magazine

spearswms.com

The best wealth managers for high-net-worth clients in 2023

OPEC production cut sparks inflation outlook concerns

Could interest rates stay higher than current market expectations?

www.etfstream.com

OPEC production cut sparks inflation outlook concerns

Budget announcements - reaction from accountants, IFAs, brokers and IT experts

While almost all of Chancellor Hunt's Budget details had been previously leaked, there were still some surprises in the details to get advisers and other

ifamagazine.com

Budget announcements - reaction from accountants, IFAs, brokers and IT experts

Budget gives pension boost for high-earners

Jeremy Hunt's spring 2023 budget is a broadly positive move for higher earners, but the devil will be in the detail, wealth advisers say.

spearswms.com

Budget gives pension boost for high-earners

Bank of England interest rate decision - Comments from mortgage brokers, IFAs and wealth managers

Peter Lowman, Chief Investment Officer at Investment Quorum: “For investors this would seem a very appropriate time to make those ISA subscriptions before the

ifamagazine.com

Bank of England interest rate decision - Comments from mortgage brokers, IFAs and wealth managers

What will the interest rate rise cost you on your mortgage?

Millions of homeowners face punishing mortgage bill hikes after interest rates rose to 0.5 per cent today Increase is second rise in seven weeks, after interest rate edged up from 0.1 to 0.25 per cent in December Those homeowners with fixed mortgage deals will not see any increase in repayments

www.dailymail.co.uk

What will the interest rate rise cost you on your mortgage?

HomeGames #74 with Petronella West

In this edition Steve Nelson talks to Investment Quorum's chief executive, Petronella West. With a financial planning career spanning almost three decades, Petronella has a wealth of experience advising clients of all shapes and sizes. Her chat with Steve ranges from what it really means to put the client at the centre of everything, to her work with charity, Street Child, in Sierra Leone.

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Employee Share Plans and the benefits for SMEs webinar

www.youtube.com

Schroders UK Platform Awards: Winners revealed!

Leading Platform Journalist Katey Pigden Runner up Momodou Musa Touray Comments The winner is last year's runner up. She shows real knowledge and understanding of the sector. The judges particularly liked her article on the FNZ-GBST saga. The winner by a country mile.

www.professionaladviser.com

Schroders UK Platform Awards: Winners revealed!

Can we earn £100,000 a year and take three luxury holidays?

Our readers have just stopped using an adviser and want to go at it alone

www.investorschronicle.co.uk

Can we earn £100,000 a year and take three luxury holidays?

Video calls “the foundation of modern financial advice”

Financial planning was always a face-to-face gig. That was the whole point: clients received personal attention and tailored advice from their trusted

ifamagazine.com

Video calls “the foundation of modern financial advice”

Investment Quorum CEO runs charity half marathon in Sierra Leone

Set up in 2008, the foundation is committed to helping vulnerable children gain an education in Asia and Africa. The Sierra Leone Marathon, which first took place in 2012, is a run in 30 degree heat and 90% humidity through rural Sierra Leone, in aid of Street Child's work.

www.professionaladviser.com

Investment Quorum CEO runs charity half marathon in Sierra Leone

Spring Budget 23: Annual allowance rise 'exciting' for advice

Chancellor increased AA to £60,000 in Spring Budget speech

www.professionaladviser.com

Spring Budget 23: Annual allowance rise 'exciting' for advice

Bank of England hikes interest rates to 0.5% from 0.25%

The Bank of England has raised interest rates to 0.5% from 0.25% as inflation surges. It means those on some variable rate mortgages can expect to see their payments increase, though those who have fixed their payments will be safe for now.

metro.co.uk

Bank of England hikes interest rates to 0.5% from 0.25%

Price of advice weighed down by 'dead wood'

The price of advice is being weighed down by "dead wood" in the supply chain, according to the chief executive of boutique wealth manager Investment Quorum. Petronella West told listeners on a call hosted by the Lang Cat this week (December 8) that although it can be "frightening" for smaller firms to cut down on the providers they use, there was a monetary benefit in doing so.

www.ftadviser.com

Price of advice weighed down by 'dead wood'

Investment Quorum set to launch '12 days of Christmas' charity campaign

The company said that businesses should be responsible and contribute in a meaningful way to the community in which they operate. Speaking to Professional Adviser, IQ said that in light of this belief,...

www.professionaladviser.com

Investment Quorum set to launch '12 days of Christmas' charity campaign

Top 100 Financial Advisers 2021: The top 20 firms

It's time for the final part of FTAdviser's Top 100 Financial Advisers 2021, our annual rankings detailing some of the best advisory firms from across the UK. The full top 100 is available here, and below are the top 20 firms this year - the only businesses to have numbered rankings in 2021.

www.ftadviser.com

Top 100 Financial Advisers 2021: The top 20 firms

Petronella West: 'Give me a back-to-work mum any day'

In 1985, aged 17, Petronella West left the world of education behind and took her first steps into working life. Having been enrolled at a top private London day school called Lady Eleanor Holles, she leapt into a role working as an administrator in an "old school" financial services firm, after completing a secretarial bookkeeping course.

portfolio-adviser.com

Petronella West: 'Give me a back-to-work mum any day'

Dos and don'ts of diversification

If you've built up a decent amount of wealth you'll want to at least preserve what you've made or maybe continue to grow it. And one of the main ways to do this is to diversify your assets. By ensuring your portfolio is well diversified across different asset classes, geographies, styles and size, you spread your risk exposure.

www.investorschronicle.co.uk

Healthcare funds focus on innovation and psychedelic therapy

Two new funds have launched: one, an investment fund dedicated to psychedelic healthcare, the other an open-ended investment company (Oeic) investing in health challenges. The Psychedelic Healthcare Fund is launched by Neo Kuma Ventures, a London based newly formed venture capital firm focused solely on psychedelic medicine.

www.whatinvestment.co.uk

Healthcare funds focus on innovation and psychedelic therapy

Global funds prefer stocks despite risks still at play: Reuters poll

BENGALURU (Reuters) - Funds increased their preference for stocks to a two-year high at the expense of bonds and cash holdings in their model global portfolio recommendations this month in a Reuters poll, despite world share markets struggling on the coronavirus breakout.

www.reuters.com

Global funds prefer stocks despite risks still at play: Reuters poll

Global funds hold equity allocations at over 3-year high

BENGALURU, April 30 (Reuters) - The current run-up in stocks has at least another three months to go, according to fund managers in Reuters polls who kept their recommended equity exposure at last month's more than three-year high and trimmed suggested bond holdings further.

www.reuters.com

Global funds hold equity allocations at over 3-year high

Global funds once again opt out of stocks, despite rally, Reuters polls show By Reuters

Striking South Korean truckers target chips, put brakes on port activity By Byungwook Kim and Heekyong Yang ULSAN, South Korea (Reuters) - Defiant South Korean truckers embarked on broader and more aggressive strike action on Friday, threatening to...

www.investing.com

Global funds once again opt out of stocks, despite rally, Reuters polls show By Reuters

Petronella West

Petronella West always makes the time to interact with Spear's, even if it is in the midst of a transition from a management buyout, staff recruitment for expansion and an infrastructure overhaul, during a pandemic. She finds one weekend to catch up over Zoom.

spearswms.com

POLL-Global funds prefer stocks despite risks still at play

By Rahul Karunakar and Hari Kishan BENGALURU, Jan 31 (Reuters) - Funds increased their preference for stocks to a two-year high at the expense of bonds and cash holdings in their model global portfolio recommendations this month in a Reuters poll, despite world share markets struggling on the coronavirus breakout.

www.nasdaq.com

POLL-Global funds prefer stocks despite risks still at play

How should I invest my grandmother's wealth to pay for her care?

I am responsible for handling the finances of my sprightly 96-year-old grandmother, who was encouraged to move into a care home several years ago. She will soon exhaust her cash savings in paying for care but can fall back on dividend-earning investment trusts and stocks in an Individual Savings Account (Isa) and a dealing account of about £500,000.

www.ft.com

How should I invest my grandmother's wealth to pay for her care?

Investment Quorum CEO Petronella West: 'I don't want to be too big, I don't want to be Tilney'

Confidence, empathy and a winning smile (and of course great financial acumen) have propelled Petronella West, CEO of Investment Quorum, to the top. But it hasn't always been the smoothest ride, writes Rasika Sittamparam Among the most striking features of Investment Quorum's co-founder and recently appointed CEO is her wide and welcoming smile, which dimples her face.

spearswms.com

Investment Quorum CEO Petronella West: 'I don't want to be too big, I don't want to be Tilney'

Breaking into the boardroom, tackling the seniority gap

FTSE 100 CEOs are more likely to be called Steve than they are to be women, who account for 50% of the population, unlike men called Steve. The government has set targets for 33% of board members to be female by the end of 2020, and data released in July by the Hampton-Alexander Review shows the FTSE 350 could meet the target if current progress is maintained.